"Weakest Links": March 2020 Was A Preview, Fragilities Are Now In Capital Markets And Liquidity Channels
Jul 17th 2022 8:30pm EDT
“Weakest Links”: March 2020 Was A Preview, Fragilities Are Now In Capital Markets And Liquidity Channels By Marcel Kasumovich, Head of Research at One River Asset Management Weakest Link I: Weak links lie within sectors and economies experiencing uninterrupted growth. Expectations are extrapolated from recent realities. Underwriting standards relax as growth hides risks. New Century […]
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