A recent episode of Brookfield Perspectives featured a conversation between Howard Marks, Co-Chairman of Oaktree Capital Management and Chair of Brookfield’s Investment Solutions Group, and Alper Daglioglu, Head of Brookfield’s Investment Solutions Group. Together, they examine a fundamental question: where are we in the market cycle, and how could that shape the way we invest?

Drawing on decades of market experience, the discussion explores investor psychology, risk positioning and the balance between offense and defense in today’s environment. 

Below are four video excerpts from the conversation that highlight key themes, from how investors should think about risk and volatility to the implications of technological change.