Avoiding fallen angels in the credit sector
Jamie Stuttard of Robeco
The bull/bear debate in credit markets in 2020, is whether we face an early 1980s-type bear market or a 2008 valuation scenario.
Investment grade spreads at +400bps and high yield at +1100bps are cyclically attractive. Policymakers have stepped in. The US Federal Reserve has gone beyond 2008 policies already, buying corporate...
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