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Talk Your Book: Public and Private Market Credit Opportunities

Animal Spirits Podcast

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Navigating through Low Yield Environment with Bonds and Loans

This chapter explores the advantages of investing in both bonds and loans in a low yield environment, emphasizing high-quality businesses and the impact of interest rate moves on returns. Strategies for preparing for a potential recession in the credit market, managing risks associated with lower tier investments, and differences in approaches between retail and institutional investors are discussed in detail.

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