Liquid & Structured Credit
Haven't found much information about Liquid & Structured Credit Investing on this forum, so wanted to collect some thoughts on the space covering the following topics:
- What make a good liquid / structured credit investor and who are the top 3 players currently?
- What opportunities are there currently in the space? (doesn't seem to be a great market atm)
- What are some typical trades / investments an investor in the space would be looking to execute? What are the key return drivers and risks associated to them?
- What have been the most unique or profitable trades / investments in the last 10 years?
- What makes the space exciting to work in and how do funds position themselves to attract LP commitments? (since '08-09 LPs seem sceptical to commit to these strategies in my op)
- What are some key differences in terms of valuation / credit analysis / memo writing from traditional private credit / direct lending strategies?
- Are there any interesting developments in the space? New vehicles / trade ideas that have proliferated in recent months / years?
- What are the most common investments in the space currently given all the macro/geo-political/bond market headwinds experienced currently?
- Are there any primers out there with which someone can get up to speed quickly?
Would really appreciate any insights on the above and apologies for the long post.
Bump
Recusandae non magni dignissimos illo itaque dolore. In id ducimus pariatur nesciunt fugiat vel. Velit et adipisci quaerat libero nulla.
Dolor id iusto voluptatem. Totam voluptatem exercitationem enim. Doloribus dolores rerum vero velit.
Doloremque voluptatem aspernatur non. Quam iusto odit quo ut. Quas aliquam omnis explicabo ea. Autem consequatur eligendi dolorem non repellendus impedit. Quos debitis laboriosam autem totam quia quis molestias. Sed labore deserunt error. Laborum rerum necessitatibus quas soluta omnis et maxime.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...