Howard Marks to Unveil AI-Era Investment Strategy at KIW 2026

On May 14, 2026, the third day of Korea Investment Week (KIW) 2026, Howard Marks, chairman of Oaktree Capital, will hold a dialogue with Yoon Seok-mo, head of Samsung Securities Research Center, on investment cycles and risks in the AI era. The session is part of broader discussions on global investment strategies around AI, digital assets and K-culture industries. Marks is expected to address the possibility of asset-market overheating amid the recent AI boom and the principles of long-term investing. Senior researchers at Samsung Securities Research Center will assess the outlook for equity markets after the AI rally, while Mandeep Singh, global technology research head at Bloomberg Intelligence, will analyze how the spread of AI agents affects corporate returns and market share. Source: hankyung.com