Credit securities - Investment update
Mihkel Kase, Credit Securities Fund Portfolio Manager, outlines the benefits of our multi-strategy approach to credit investing, including the breadth of the opportunity set, current trends in corporate bond and credit markets and benefits of taking an active and diversified approach.
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Since February this year credit markets have had a positive run with credit spreads continuing to compress. Whilst there have been pockets of volatility credit investors have generally benefited. Whilst current valuation levels are not at extremes caution is warranted and it remains important to be active in asset allocation and security selection and vigilant in risk management.
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