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28 - IM – Výhled Amundi Pro 2021
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Rekapitulace 2020, pohyb Value vs Growth, výhled 2021, tři hlavní témata, detailně k defaultům high yield dluhopisů, závěrečná úvaha, co z toho plyne. 1Y implied default rate = (current spread - liquidity premium)/(1-Recovery rate); liq premium 250bps for BB; 300bps for B; 450bps for CCC rated bonds Krásné Vánoce!
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