Looking for Opportunities in Structured Credit

The video discusses the repositioning of portfolios towards structured credit, highlighting the attractiveness of the Cielo market. It explores why the market may not fully value these opportunities due to their complexity and lack of retail access. The forecast for the year suggests a shift towards structured credit due to high equity valuations. The discussion also covers the decline in interest for activist equity and M&A, and the trade-off between interest rate risk and credit risk, with a focus on avoiding long-term duration risk in Treasuries.

What factors are contributing to the attractiveness of the Cielo market?

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Why might the market not be fully valuing the opportunities in structured credit?

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How has the interest in long-term Treasuries changed according to Rick?

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What are the implications of moving to the belly of the curve for Treasury investments?

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What is the tradeoff mentioned between interest rate risk and credit risk?

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