Sectors

Distressed Debt: Which Sectors Offer Value?

November 13, 2023

Each cycle in distressed debt investing is different. During the global financial crisis (GFC), many otherwise viable companies faced a liquidity crisis. Prior to that, as the tech bubble burst…

πŸ“Œ
0πŸ’¬ read more

The Auto Sector’s Green Transition: Three Roads to Lower Returns?

November 12, 2023

Three investment return trends related to the green transition concern me. These apply across all sectors but to automotive in particular. Here is how I see it. 1. Pricing is…

πŸ“Œ
0πŸ’¬ read more