liquid strategies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 11, 2023 by Marcia Page · across every show →
Everything said about liquid strategies, oldest first
Dec 11, 2023
Page: Liquid credit markets dislocate first before illiquid markets yield motivated sellers
“The biggest dislocations can often happen earlier, and you're going to be all in on your liquid strategies while you wait for the illiquid markets to turn into motivated sellers that ultimately allow you to shift the portfolio to more illiquid strategies.”