The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.
We’re in a very good space fundamentally in the asset class, with strong corporate leverage, spreads that we don’t believe will move aggressively wider, and in banks, which account for a quarter of the market, an asset quality that should remain stable. But it’s an active approach that will help investors get the most out of the market.
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