更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Marketing Communication. For Investment Professionals only. Investment Perspectives Mid-Year 2024 Outlook D escent from the peak 更多一手调研纪要和研报数据加V：shuinu9870 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Contents Shifting narratives and diverging policies . . . . . . . . . . . .3 Approaching the descent . . . . . . . . . . . . . . . . . . . . . . . . . .5 Actively seeking value in short-dated credit . . . . . . . .10 A proactive, disciplined approach to credit . . . . . . . . .11 Prospects for opt ...