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Alternative Market Briefing

Opportunistic Credit: Key Themes for 2017

Friday, January 06, 2017

Matthias Knab, Opalesque:

Highland Capital Management writes on Harvest Exchange:

We begin 2017 with a number of new forces at play that can impact investors' portfolios. The Republican sweep in the November elections and the priorities of the new administration are among the top factors investors will be watching closely, and many are optimistic about the prospect of pro-growth policies and fiscal stimulus. But while these emerging trends are significant, there are many secular forces that have been present in recent years that will remain in place for the foreseeable future "demographic shifts, ballooning public and private balance sheets, and disruptive technology to name a few" and likewise merit close attention.

Reconciling these forces is a central focus of Highland's investment strategies in 2017, as we believe the interaction between them will give rise to opportunities for alternative investors to capitalize on the resulting fundamental and technical dynamics.

Specifically, we view the public debt of large, leveraged corporate issuers and structured credit products focused on corporate loans as attractive investments. Within these areas, the forces at play in 2017 will create winners and losers, which subsequently present opportunities to generate alpha for patient capita......................

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