Adjusting course: Taking on risk; hedging equities Vs rates and leveraging CDSs
Antoine Marmoiton, trader and analyst at Alken Asset Management, discusses what he and his team are focusing on this week and whether he thinks a recession is just around the corner. He dives into how Alken AM is realigning its strategy going into year-end; he looks at potential hedging opportunities in equities and rates and unpacks why he thinks traders should be paying attention to numbers around HY Cash and CDSs in the US.
20.11.2023