HLI 1.25% $3.95 helia group limited

Housing shortage incoming., page-2

  1. 36 Posts.
    lightbulb Created with Sketch. 1
    Hey W,

    thanks for the frequent updates.

    What are your thoughts in a scenario where rising interest rates causes borrowers to default / quasi default - assume it hurts HLI as payouts have to happen...

    Wondering why the markets are not pricing in that potential downside? or is it already doing that? What am I missing?

    thanks
 
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