Evolving Investment Strategies
The conversation highlights the critical shift from public to private assets, emphasizing the importance of maintaining a robust liquid fixed income business. There's a focus on adapting to emerging markets, particularly in direct lending, while striving for outperformance against market trends. The approach to growth is not just about accumulating assets but understanding how business models define true scale and market share.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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