Surveillance: Golden Era with Zelter
Bloomberg Surveillance
00:00
Is It a One in a Decade Opportunity?
There will be certain degree of a credit cycle, but it's not going to be broad brush across every asset. The theme that you're seeing in the last two weeks in your show is companies are much more focused on returning. There was a long time when private credit was largely the sphere of institutional investors. But we think it's it's a, you know, a once in a decade opportunity.
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