Credit Market Insights
David shares his perspective on the current state of credit investing, emphasizing the importance of optimism despite inherent market uncertainties. He highlights the shift in private equity dynamics, noting that lenders are now seeing more respectable returns as private equity firms face higher costs of debt. This evolving landscape requires a more cautious approach for private equity to maintain their previous levels of profitability.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
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