Episode 43
The credit cycle, and the post-election opportunities in small-caps and BioTech
Talking Capital · Capital Generation Partners
November 21, 202429m 1s
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Show Notes
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?