Dislocations in the Credit Cycle

Published on
September 22nd, 2017
Duration
38 minutes


Dislocations in the Credit Cycle

The Interview ·
Featuring David Meneret

Published on: September 22nd, 2017 • Duration: 38 minutes

David Meneret identifies where to benefit from perceived disorder in the credit markets, taking a quantitative perspective to the inherent low volatility in the sector. The search for yield and riskier assets by insurance companies, utilizing higher leverage, with greater exposure to commercial real estate is brought into sharp focus by David, alongside the new reality for investors in the overpopulated US shopping mall space. Filmed on August 29, 2017, in New York.