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Brace for volatility, illiquidity in credit, and risks in e-commerce and EM valuations

Orlando Gemes, founder, and chief investment officer at Fairwater Capital, provides his views on what to expect from the credit and equities markets this week and urges desks to prepare for upcoming volatility. He also discusses the new issue market; where we might see illiquidity in credit; Fairwater’s approach to the e-commerce sector and convertible bonds, and the ongoing turmoil in global real estate.

09.10.2023


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