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DK Extra Credit
Davidson Kempner
5 episodes
4 days ago
How do investors find opportunity in complexity? Join Davidson Kempner’s Head of Research for in-depth analysis of global markets and investment considerations. In this podcast, we go beyond the headlines and market chatter to share the insights and opportunities that are driving discourse at Davidson Kempner. Join us as we break down the numbers, analyze trends, and offer a behind-the-scenes look at how we navigate the complexities of today’s markets. Website: www.davidsonkempner.com LinkedIn: https://www.linkedin.com/company/davidson-kempner-capital-management
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Investing
Business
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All content for DK Extra Credit is the property of Davidson Kempner and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
How do investors find opportunity in complexity? Join Davidson Kempner’s Head of Research for in-depth analysis of global markets and investment considerations. In this podcast, we go beyond the headlines and market chatter to share the insights and opportunities that are driving discourse at Davidson Kempner. Join us as we break down the numbers, analyze trends, and offer a behind-the-scenes look at how we navigate the complexities of today’s markets. Website: www.davidsonkempner.com LinkedIn: https://www.linkedin.com/company/davidson-kempner-capital-management
Show more...
Investing
Business
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Europe: Opportunity in Fragmentation
DK Extra Credit
33 minutes 35 seconds
5 months ago
Europe: Opportunity in Fragmentation

Market fragmentation, lower valuations, and scarcer private institutional capital, in our view, make Europe an attractive market for flexible capital providers.

In our white paper, we examine these and other factors and make the case that Europe offers compelling investment opportunities even amidst heightened volatility around tariffs and the trend toward deglobalization.

Read the white paper here: Europe: Opportunity in Fragmentation — Davidson Kempner

DKCM Website: Home — Davidson Kempner

DKCM LinkedIn: LinkedIn — Davidson Kempner 

DK Extra Credit
How do investors find opportunity in complexity? Join Davidson Kempner’s Head of Research for in-depth analysis of global markets and investment considerations. In this podcast, we go beyond the headlines and market chatter to share the insights and opportunities that are driving discourse at Davidson Kempner. Join us as we break down the numbers, analyze trends, and offer a behind-the-scenes look at how we navigate the complexities of today’s markets. Website: www.davidsonkempner.com LinkedIn: https://www.linkedin.com/company/davidson-kempner-capital-management