Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating the Liquidity Crisis
This chapter examines the cyclical nature of financial markets, focusing on liquidity as a critical force influencing market dynamics. It discusses the current bear market's unique challenges, especially for pension funds and the shifting investment landscape favoring energy and emerging market bonds. The speakers also highlight the evolving landscape of sovereign credit risk and the anticipated revaluation of Asian currencies and emerging market assets.
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