Repo Market Dynamics
James emphasizes the importance of focusing on mandates and staying informed about the evolving repo market. He raises concerns about the Fed's potential long-term reliance on standing repo facilities and the implications for financial stability. As the demand for collateral increases due to more derivatives being centrally cleared, allocators must remain vigilant in understanding how their securities are utilized within the system.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
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