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Behind the Analyst Angst: Uncovering 2024's Credit Risks Across Sectors
Jan 25, 2024
Expert analysts discuss underappreciated sector-specific risks for 2024, including leverage concerns and potential downturns. They highlight macro trends impacting micro-market movements and offer insights for investment strategies amidst rate volatility and fixed income challenges.
23:37
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Quick takeaways
- Underappreciated risk of leverage in M&A activities across sectors.
- Importance of high-quality balance sheets to mitigate sector-specific challenges.
Deep dives
Key Universal Concerns from the US Analyst Team
The US analyst team highlighted concerns such as waning demand and a potential consumer downturn, higher interest rates being an underappreciated risk, and China-related worries affecting sectors like metals and mining. Another significant concern was leverage, observed in M&A activities, industry consolidations, and a lack of deleveraging ability in various sectors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode