We live in uncertain times in credit markets !

Rates are volatile, especially at the long end; curves are steepening, and geopolitics brings material uncertainty to inflation outlook and the path of rates going forward.

Despite this, spreads in investment grade and high yield sit near cycle tights.

It’s an intriguing dynamic that raises the key question: How should investors position credit holdings to stay flexible in the risk/reward trade-off?

In our latest Wealth Leaders Roundtable, we bring together leading credit experts to debate risk, reward and positioning across duration, sector and rating.

Our portfolio manager speakers:

Liam O’Donell, Artemis – Macro and rates views and their implementation in strategic bond portfolios.
Lloyd Harris, Premier Miton – Perspectives on positioning in investment grade credit.
April LaRusse, BNY affiliate Insight Investment – Views on high yield opportunities, dispersion, default outlook and income durability.