The credit cycle, and the post-election opportunities in small-caps and BioTech

Talking Capital
21/11/2024 29 min Episodio 43
The credit cycle, and the post-election opportunities in small-caps and BioTech

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Episode Synopsis

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?

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