Next year will likely see a heightened focus on fundamentals, meaning that bottom-up research and the ability to take a top-down view of global credit markets will be as important as they have been over the last 18 months.
Harnessing the illiquidity premium: managing liquidity risk in multi-asset credit portfolios
In order to harness the illiquidity premium while remaining mindful of the inherent risks, investors need to challenge assumptions about current liquidity conditions and maintain flexibility and an open mind.
