Opinions on the likelihood and timing of the next recession were divergent at this year’s SFIG Vegas conference, but speakers on a panel on Monday morning said that they are positioning for the downturn by moving into private deals and consumer ABS assets.
The panel was a real-time example of the range of views on the state of the US economy, and speakers did their best to outline the host of mixed economic signals and interpret them for the audience. On the one hand, the strength of the consumer was
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