Lisa Abramowicz
speaker
84 appearances
2 recordings
1 series
first heard May 2026
last heard 3 Jun
Lisa Abramowicz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
So if you fast forward to now, at Golden Tree Asset Management, how do you perceive the mentality right now in the masses or in the funds that you go up against?
Just to have everybody participate, this is a great time to bring in our question, which is how you're positioned in credit for the remainder of this year.
And I would love for you all to weigh in, defensive, neutral, or risk on.
From your perspective,
How are you positioned?
I mean, right now, do you want to take more risk?
Are you looking for yield?
Or are you looking for defense ahead of greater
Because of inflation and growth, that doesn't really benefit the instruments.
There are some opportunities, like you said.
Where's the distress?
Where are you finding them right now?
So playing the debt equity structure in creative ways is one way that you're playing with
More broadly, you started by talking about the frustration felt by a number of credit fund managers, because right now, this isn't an asset class that tends to work that well or give outsized returns, given the scenario we're in.
And yet, people are pouring trillions of dollars into AI infrastructure.
Does that worry you, excite you for the potential down the line?
Do you have a take on that?
Are you embedding a sort of thesis into your investments?
Would you rather invest in the high-yield part of the investment-grade part...
With the all-in backdrop, the idea that it tends to be lower duration, shorter maturity in the high yield, but higher risk.
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