Credit Cycles Unpacked
The conversation dives into the complexities of the credit cycle, highlighting that low credit spreads can mask underlying weaknesses in lower-quality assets. As inflation eases, questions arise about investors' comfort with fixed income allocations, especially given the shifting macro and geopolitical landscape. Reflecting on past investment strategies, the speakers reminisce about the simplicity of the 60/40 portfolio and how times have changed.In this clip
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