Dislocations in the Credit Cycle
Featuring David Meneret
Published on: September 22nd, 2017 • Duration: 38 minutes • Asset Class: Equities, Bonds/Rates/Credit, Real Estate • Topic: Credit Market, Volatility, Global OutlookDavid 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.