The credit cycle, and the post-election opportunities in small-caps and BioTech

Update: 2024-11-21

Description

In this episode, Ian and Robert discuss:

Credit: how has the credit cycle reacted to the recent increase in rates and how are we managing credit in client portfolios?
Small-caps: what is the current opportunity set following the US election results and how do you assess quality?
BioTech: does the upcoming change in administration alter the environment for BioTech stocks?

Comments

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The credit cycle, and the post-election opportunities in small-caps and BioTech

#box-pro-ellipsis-17596918369511{-webkit-line-clamp:2;}The credit cycle, and the post-election opportunities in small-caps and BioTech

The credit cycle, and the post-election opportunities in small-caps and BioTech

The credit cycle, and the post-election opportunities in small-caps and BioTech