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    Opportunities in global credit

    Opportunities in global credit

    6 June 2024 Video, Fixed income

    Shaun Casey, Portfolio Manager

    Portfolio Manager Shaun Casey discusses the regime shift that has occurred in fixed income markets and the potential opportunities that higher yields present for investors, especially those that wouldn’t traditionally invest in the asset class.

    Key takeaways:

    • Although rates are likely to be in a higher range in the years ahead, lower levels of inflation should allow some central bank easing

    • Rates volatility should remain high, presenting opportunities for active investors

    • Absolute yields in credit markets appear attractive and relative value trades offer opportunities to add additional value
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