David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investment Strategies in Changing Markets
This chapter explores the performance of investment strategies focusing on recovery and default rates in the context of loans versus bonds. It highlights the evolving landscape of private credit, particularly the impact of rising interest rates and diminishing traditional bank lending on investment approaches. The discussion emphasizes the significance of management competency, the dynamics of private equity relationships, and the need for adaptability in the face of shifting market conditions.
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