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What’s in a Rating? Pandemic Edition

Date: December 7, 2021
Presenter: James Goldstein, Jim Dunn, Roger King & Eric Axon
What's in a Rating? Pandemic Edition


We examine dislocations between agency ratings and credit risk with a focus on airlines, leisure, retail, and consumer goods. We discuss opportunities created by these dislocations and highlight credits with upgrade/downgrade potential, including those with crossover potential.


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