Navigating Investment Risks
Mike emphasizes the importance of focusing on unique originated assets to mitigate risks in a volatile economic landscape. He highlights that while credit losses pose a significant long-term threat, clients are increasingly seeking ways to generate alpha amidst changing geopolitical and interest rate environments. The key lies in leveraging illiquidity and complexity without incurring additional credit risk.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Mike Freno – Confident Humility at Barings (EP.374)
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