Take a bet on debt in turbulent times (The Australian 11/07/20)

Never has the risk of relying on dividends been more apparent than during these COVID times, in which we have seen these dividend cuts and deferrals.

Looking more broadly, I believe there will be an increased focus on debt funds, distressed debt and restructuring funds as asset turnover increases. At the same time, there will be opportunistic investments that will be positive for returns.

Take a bet on debt in turbulent times (The Australian 11/07/20)

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