Fixed Income Manager Sees Opportunity: Masters of the Muniverse
FICC Focus
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The Role of Management in the Recession
Toll roads and airports have seen their resiliency both through federal aid during the pandemic, but then also a recovery. What I'm really concerned about heading into the recession is how will management react at the end of the day? Are they showing signs that they're on top of their revenue forecast or are they going to wait out quarter after quarter until it's too late?" "We expect the charter school segment in particular, just given their funding model and, and the current trends to be particularly resilient through the recession," he said.
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