Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income, recently sat down with Asset TV to delve into the evolving fixed income investing landscape. Drawing from decades of experience, he offers a compelling analysis of how today's market mirrors pre-global financial crisis conditions, emphasising the renewed significance of yield-driven environments. "Yields matter," he explains, highlighting enhanced return potential now available to investors.
Greg goes on to share both market-wide and sector-specific observations, including compelling opportunities for credit selection, noting, "The high yield market is the most dispersed we've seen in decades." He also discusses the strategic shift from cash to diversified fixed income portfolios, particularly as central banks adjust interest rates. This transition underscores the unique value of multi-sector credit in capturing dislocations and boosting return potential.
Tap into Greg's perspectives for insights on how to effectively leverage current market dynamics. Watch the full video to explore these themes for actionable insights.
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