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What an impressive write-up. Thank you very much for all the work.
I'm really worried about the mismatching between assets and liability durations. I consider it a very big red flag, but it's a very interesting case to follow from time to time.
If blood was on the streets on banking and insurance. And a contagion was to take hold. What are your views on the sectors that one should concentrate on ?
What an impressive write-up. Thank you very much for all the work.
I'm really worried about the mismatching between assets and liability durations. I consider it a very big red flag, but it's a very interesting case to follow from time to time.
Joaquin
If blood was on the streets on banking and insurance. And a contagion was to take hold. What are your views on the sectors that one should concentrate on ?