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Spotlight: Data centres - clear skies ahead for cloud providers
8 years ago
Demand for data centres is strong and there is no sign so far that the market is overheating -
Things aren’t always what they seem
8 years ago
Buy CLO triple As but don’t be fooled by diversity scores; take a look at credit index futures if you need liquidity; and watch out for quasi-mid market loans appearing in CLOs
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