Panel I: State of the nation: macro backdrop, performance and relative value
18 Mar 2026
- Where are we in the global credit cycle? How susceptible is SRT to global macro volatility and systemic shocks?
- How does SRT stack up compared to alternative credit strategies in the current yield, risk and liquidity environment?
- How is spread compression shaping pricing, returns and market performance?
- Understanding performance of blind pools versus disclosed and filtered portfolios
