2024 has, so far, been broadly defined by idiosyncratic events, volatility and dispersion. For that reason, in our latest 360° report, our credit team emphasise the importance of credit selection from here.
Fast reading
- Commentary: Can strong technicals lead to stronger fundamentals?
- Economic outlook: The macroeconomic environment is fraught with risks, but first quarter data has beaten expectations.
- Corporate fundamentals: With the higher rate environment starting to impact corporate credits, selection remains key.
- Structured credit: The market has proven resilient this quarter, weathering recent geopolitical storms and demonstrating an ability to ride periods of volatility with more calm.
You can now read the full whitepaper at the link below
