Lee Robinson, Altana’s Founder and CIO, joined Anna Edwards and Guy Johnson and on Bloomberg TV’s The Opening Trade this morning to explain why.
Lee set out the catalysts he’s watching for a downturn: a reversal in private credit, and the rising cost of financing the AI build-out, at a moment when investor sentiment is already turning.
Altana is already positioning for it with their new Downside Protector fund, which uses CDS to short insurers and selected AI-linked credits.
Watch the full interview here

