Current yields and total return prospects are presenting an attractive case for IG credit—but a global and flexible approach is key to capturing the diverse range of potential opportunities to generate alpha.
How supportive is the backdrop for IG credit today, and why do you believe now is a good time for investors to consider the asset class?
Natalia Krol: The current macro environment is favorable for investment grade (IG) credit, with expectations for lower policy rates in the U.S. and Europe. Although credit spreads are tight, prompting some investors to question the timing of investing in this asset class, high all-in yields and attractive total return potential make a compelling case for IG credit. Yields on U.S. IG corporate credit are near their highest point in 15 years, which has driven strong demand for the asset class.
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