ICG’s Saitowitz on Landscape, Outlook for CLOs: Credit Crunch
FICC Focus
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Navigating Market Challenges: A Strategic Approach
This chapter explores the mark-to business model, emphasizing a focused investment strategy with a concentrated portfolio. It discusses the ongoing economic climate, including challenges faced by highly leveraged companies and the impact of macroeconomic factors on investment decisions. The conversation highlights the importance of defensive strategies, blending geographical exposures, and assessing opportunities in various asset classes amidst current market volatility.
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