Diamond Hill’s Song on Credit Outlook, Landscape: Credit Crunch
FICC Focus
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Navigating the Credit Landscape
This chapter provides an in-depth analysis of the current credit market, emphasizing inflation challenges and the Federal Reserve's monetary policy changes. It explores the dynamics of asset-backed securities and highlights trends in delinquency rates, particularly among lower-income borrowers post-pandemic. Additionally, the conversation addresses strategic bond investment opportunities and the importance of diversified portfolio construction in a fluctuating market.
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