Insights · Asset Selection
Everything on Asset Selection
2 insights · 2 episodes
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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
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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