Markets Not Reflecting Economy, Says Carlyle's Jenkins

The video discusses the challenges and strategies in credit investing during economic stress, emphasizing the importance of macroeconomic factors over microeconomic ones. It highlights distressed sectors like energy and retail, and the need for a broad platform to gather information. The focus is on finding complex investment opportunities with a clear path to capital recovery, while managing risks through understanding cash flows and equity cushions.

What challenges are investors facing in underwriting new investments during the pandemic?

How has the focus of investors shifted from micro to macro factors in recent years?

What are the most troubled industries currently facing distress, and what factors have contributed to this?

What is the importance of having a path to recovery of capital when making investments?

In what ways does having relationships and expertise help in finding investment opportunities?