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.
“The Fed’s hawkish tone signals that the Central Bank is incorporating a more uncertain outlook. This calls for keeping a tactical approach to bond investing.”
Asset managers are facing growing demand from institutional investors to develop sophisticated private market strategies that balance high long-term risk-adjusted target returns, added diversification benefits, and fundamental value creation.
Developments in Artificial Intelligence (AI) and machine learning have led to the creation of a new type of ESG data that do not necessarily rely on information provided by companies.
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