Tags: billionaire | howard marks | stocks | bonds | investors

Howard Marks Sees 'Cautionary Signs,' Touts 'Non-traditional Investments'

Ildar-Galeev/Dreamstime

By    |   Wednesday, 25 October 2017 10:06 AM EDT

Investment guru Howard Marks warns savvy investors that he sees cautionary signs in the market.

As a result, he warns that stock and bond markets won't dazzle investors during the next 10 years. 

Investors returns over the next decade depend "on if they have access to non-traditional investments," Marks told CNBC.

The money manager said investors can get up to 5 to 6 percent nominal annual returns with the use of alternative investments, CNBC.com explained.

"Stock and bond markets are not likely to deliver that," the co-chairman of Oaktree Capital said.  

"I think that if you look objectively at the market, you see cautionary signs," he said.

"Given expectations I think we are unlikely to have a favorable surprise," he said. "So I don't think that we're going to see tax reform [passing, then] a rising market, unless something happens which is better than I think can happen," he said.

Oaktree Capital had $99 billion of assets under management as of June 2017, according to its website.

Marks isn't alone in his lukewarm forecast for investors.

Investing guru Jack Bogle is maintaining a modest forecast for investors for the next decade.

The Vanguard founder sees 4 percent returns for U.S. stocks and 3 percent for bonds over the next decade.

“Pretty small returns relative to history,” he explained to Morningstar.

“In the long run, stocks have given, I think, about a 9% return and bonds about a 6 or 7; 6 probably is the better number. We'll be below what we expect, what we have come to expect from history,” he said.

Meawhile, there apparently is a global search for higher investment yield.

Saudi Arabia’s sovereign wealth fund is seeking to boost returns from its investments as it helps the kingdom reduce reliance on revenue from oil exports, Bloomberg reported.

“We benchmarked ourselves, we went to all the endowments, we went to all the sovereign wealth funds for long-term investments,” Public Investment Fund Managing Director Yasir Alrumayyan said on Tuesday at the Future Investment Initiative, a three-day conference in Riyadh that has gathered some of the finance world’s most influential people. “We are targeting between 8 to 9 percent but in 2025 till 2030.”

(Newsmax wire services contributed to this report).

© 2024 Newsmax Finance. All rights reserved.


InvestingAnalysis
Howard Marks sees cautionary signs in the market and holds a tepid outlook for financial markets over the long term.
billionaire, howard marks, stocks, bonds, investors
371
2017-06-25
Wednesday, 25 October 2017 10:06 AM
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