Insights
Investment Insights: Navigating Credit Market Themes and Sector Opportunities
In the latest in our Investment Insights series, Ryan Mollett, Managing Partner of TPG Angelo Gordon Credit Solutions, explores the enduring themes and sector-specific opportunities in today’s investment landscape. From navigating the "higher for longer" interest rate environment to uncovering growth potential in U.S. housing and retail, he discusses the forces driving markets.
Enduring Themes Impacting Credit Markets
In today’s "higher for longer" interest rate environment, capital flows are shifting from equity to credit, creating compelling opportunities for tailored credit solutions. Ryan Mollett shares insights on navigating these changes and the convergence of private and public credit markets.
Credit Solutions: Sectors in Focus
In this short video, Ryan highlights key trends in U.S. housing and retail. Hear why homebuilders are positioned to gain market share as housing volumes rise, while in retail, liquidation investments and brand-first companies with low inventory risk stand out.
