The credit cycle, and the post-election opportunities in small-caps and BioTech
In this episode, Ian and Robert discuss:
Credit: how has the credit cycle reacted to the recent increase in rates and how are we managing credit in client portfolios?
Small-caps: what is the current opportunity set following the US election results and how do you assess quality?
BioTech: does the upcoming change in administration alter the environment for BioTech stocks?
The skinny
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