There are a host of challenging questions for credit investors right now, among them:
• Is the Fed too sanguine about inflation?
• Are high yield credit spreads too low?
• What can Asian markets offer that other regions can’t deliver?
Simon Thorp, co-manager of the Aperture Investors SICAV - Credit Opportunities Fund, and UK Chief Investment Officer of Aperture Investors Ltd, explains why actively managing credit exposure is crucial at a time when markets are priced for perfection.
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