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    Global credit: opportunities for alpha in a volatile world

    Global credit: opportunities for alpha in a volatile world

    29 January 2024 Fixed income, Video

    Adam Whiteley, Head of Global Credit

    Key takeaways:

    • We believe the credit cycle has turned, creating a supportive environment for credit spreads, with any volatility presenting opportunities to generate alpha in active strategies.

    • Rising yields means fixed income investors are no longer required to descend the ratings spectrum to find income.

    • In our view, the corporate sector currently boasts strong fundamental and technical attributes and defaults remain muted for now.
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