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Insights · Asset Selection

Everything on Asset Selection

2 insights · 2 episodes

  1. Standardized assets like narrow-body aircraft retain value and liquidity even during borrower distress, offering downside protection and rapid re-leasing opportunities. This contrasts with customized assets that lose value in stress scenarios.

    Impact: Focusing on standardized, liquid assets in credit portfolios can reduce tail risk and improve recovery rates in default scenarios.

    — from Alternative Credit Strategies for Multi-Billion Euro Portfolios · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Oct 31, 2026

  2. Undervalued infrastructure tokens like QNT, with strong institutional partnerships and scarce tokenomics, offer high-potential upside opportunities.

    Impact: Investors who identify and hold these assets during low-attention periods can capture significant returns as the market recognizes their fundamental value.

    — from Crypto Bull Market Confirmation and Macro Headwinds · The Milk Road Show· Sep 28, 2026