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Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman
Forward Guidance
Is It a Tail of Two Halve?
This year has been the tal of two halves. The first three months was really driven by the duration. And things like bank loans delivered roughly a flat teposit return in the first quarter. But then we got to the second quarter, and credit risk became the problem. So there are places to seek opportunity, but you need to be very calculated. I don't think this is a bata market in credit," he says.
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