The Changing Face of Global Credit
We live in uncertain times in credit markets! Rates are volatile, especially at the long end; curves have steepened, and geopolitics brings material uncertainty to the inflation outlook and the path of rates going forward. Despite this, spreads in investment grade and high yield sit near cycle tights. In these short videos we look at rates outlook, and opportunity credit across the spectrum.
Artemis’ Liam O’Donell sets out:
- Positioning for geopolitical volatility
- Inflation and neutral rates outlook
- Short dated credit’s present attractive profile
Premier Miton’s Lloyd Harris sets out:
- The attractive yield available on Investment Grade credit
- Why short-dated credit is in the risk/return sweet spot
- How active management can identify mis-priced credit
Insight Investment’s April LaRusse sets out:
- How High Yield’s market quality has improved over time
- How leveraged companies are performing in a higher for longer environment
- Picking spots in Europe v US High yield
With big thanks to our panelists:
Kristian Cassar – Quilter Investors
Phil Wellington – Portfolio Metrix
Andrew Pottie – Cazenove
Richard Philbin – Hawksmoor
Eric Louw – Aberdeen
Tom Harrison – Saltus