Credit Securities - Investment Update
Has the credit cycle run its course? Investors continue to chase after yield but the ever important assessment of credit risk seems to have taken a back seat. Where are we in the credit cycle and where to next for credit investors? Mik Kase, Portfolio Manager of the Schroder Credit Securities Fund, takes a big picture view of credit markets and discusses how and why markets are changing, new structures emerging in credit instruments and where returns will come from next.
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