HLI 0.80% $3.80 helia group limited

Hey W,thanks for the frequent updates.What are your thoughts in...

  1. 36 Posts.
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    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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