The Long-Short is a podcast by the Alternative Investment Management Association, focusing on the very latest insights on the alternative investment industry.

Each episode will examine topical areas of interest from across the alternative investment universe with news, views and analysis delivered by AIMA’s global team, as well as a host of industry experts.

Europe’s credit markets are flashing mixed signals: some see a drought of opportunity, others see one of the richest hunting grounds in years. So, who’s right?

Akshay Shah, Founder and Chief Investment Officer of Kyma Capital, joins Tom and Drew to unpack why he believes today’s European distressed debt market offers one of the deepest and most durable opportunity sets in decades.

Shah also explores what makes Europe’s credit markets so complex and inefficient compared with the US, how private credit is reshaping the landscape, and why the rule of law matters more to investors than many might think.

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Disclaimer
This podcast is the sole property of the Alternative Investment Management Association (AIMA). This audio production and content are intended as indicative guidance only and are not to be taken or treated as a substitute for specific advice, whether legal advice or otherwise. AIMA permits use or sharing of the content in media or as an educational resource, provided always that proper attribution is made. The rights in the content and production, including copyright and database rights, belong to AIMA.