Cloud 9fin cover image

Q&A with Mike Scott, Man GLG

Cloud 9fin

CHAPTER

Navigating the Credit Cycle: Investment Insights

This chapter explores a distinctive investment process that prioritizes fundamental analysis while assessing the complexities of the current credit cycle. It discusses the implications of rising interest rates, refinancing challenges, and identifies potential pathways for businesses to enhance liquidity amid economic pressures.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner