ALL THE CREDIT | EPISODE 43
With our macro base case calling for below trend, but positive growth and elevated inflation, we see a fairly healthy environment for credit and credit returns looking forward. In this episode of All the Credit®, we’ll take a closer look at the high-quality credit spectrum, where solid nominal yields, reasonable credit spreads, and durable credit fundamentals could be attractive to fixed income investors. Alternatively, even if the economy proves less resilient than expected, tactically allocating to high-quality credit can provide reasonable insulation from outside drawdowns and downturns.
Hosts Brian Barnhurst, CFA, Co-Head of Credit Research, and Mike Collins, CFA, Senior Portfolio Manager, Multi-Sector Strategies, have invited three of our senior investment professionals to discuss the opportunities they see within Investment Grade Corporates, Securitized Credit, and Municipal Bonds: Dave Del Vecchio, Co-Head of U.S. Investment Grade Corporate Bonds, Edwin Wilches, CFA, Co-Head of Securitized Products, and Sean McCarthy, Head of Municipal Bond Research.
Recorded on September 21, 2023.
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