Special Situations Landscape With Polus’ Dafforn: Credit Crunch
FICC Focus
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Navigating Credit Markets: Strategies and Opportunities
The chapter delves into the strategies employed in the business portfolio, covering leverage finance, special situations, managing funds, diversification, and investment strategies. It explores the current credit environment, including default rates, liability management, and operational focus, with an emphasis on distressed assets and avoiding retail sectors. Additionally, it discusses the opportunities in buying bank assets, generating alpha from short positions, mitigating risks, and navigating challenges in periods of inflation and fraudulent activities in financial markets.
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