2024 Top 500 ranking: 8
What should we expect for US credit in 2018, in a context where spreads and volatility are closing in on cycle lows?
We are already in the late phase of the cycle. However, we remain upbeat on US Investment Grade as some positive surprises can be expected. We are more cautious on US High Yield as the investors are now not rewarded for the risks taken on fundamentals.
Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.
“Progressively softer labour market conditions and positive inflation developments support gradual rate cuts, allowing the Fed to bring policy rates closer to neutral levels.”
Asian economies continue to demonstrate robust growth, albeit at varying rates, influenced by sectoral and industrial dynamics (value chain participation) and policy stimulus measures.
Copyright © 1997–2024 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP
