KKR Income Opportunities Fund (KIO): Time To Lighten Up On CCC Exposure (Downgrade)
William_Potter Thesis When credit spreads are tight and the equity market displays exuberance, a prudent retail investor needs to lighten up on risky exposure, not FOMO in additional risk. Everything seems to be priced for perfection these days, with an ‘immaculate disinflation‘ in the cards, and a soft landing as the base case for most…