James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Credit Market Liquidity Challenges
This chapter explores the liquidity concerns in credit markets, particularly influenced by the rise of ETFs and recent trading discrepancies. It highlights the systemic risks within the financial system while contrasting the current landscape with previous market crises, suggesting a cautious yet strategic approach for investors. The discussion emphasizes the necessity of prudent risk management and the importance of understanding market dynamics amid uncertainties.
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