Credit investing in an uncertain world
Credit had been the star performer in the post GFC environment, benefitting from the combination of low bond yields, narrowing credit spreads and a broadly improving economic environment meaning limited defaults. Still, the challenges facing credit investors are similar to those faced across the investment landscape. Mik Kase, Portfolio Manager Fixed Income, and Helen Mason, Credit Analyst, discuss how despite higher volatility and pressure on recent returns, opportunities are opening up across credit markets.
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