When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an important month in the ongoing bear market, as by month-end many “buy boxes” had been ticked, at least in credit markets. Russia reduced gas flows, inflation increased further, and central banks were not budging on growth. All that could go wrong has gone wrong, and fear has taken over markets. When the overriding emotion is panic, it is important to understand that there will also be opportunities.
Listen in to Douglas Branson (Head of Business Development), Tao Pan (Head of AI and Big Data) Gabriele Foà (Global Credit Portfolio Manager) and Silvia Merler (Head of ESG & Policy Research).
