
Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)
Capital Allocators – Inside the Institutional Investment Industry
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Strategic Capital Allocation Amid Market Crisis
This chapter explores the strategic allocation of capital during financial crises, highlighting the importance of sticking with trusted managers while also considering new investment opportunities. Key focus areas include private credit, distressed assets, and the travel and leisure sectors, which present potential despite their inherent risks.
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