Ahmed Hamdani, founder and managing partner at Zetland Capital, addresses the evolving landscape of special situations investing in Europe amidst a complex macroeconomic backdrop. Highlighting the transition from a decade of inexpensive debt to an era of heightened rates and low growth, Ahmed outlines how strategies have shifted from opportunistic ‘buy the dip’ to navigating prolonged economic slowdowns without the support of expansive monetary policies. Through a detailed examination of current dislocations, lending environments, and the intricacies of opportunistic credit and distressed debt, this discussion reveals the nuanced strategies required to thrive in today’s challenging market.
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