Q1 2022 Corporate credit outlook
The solid backdrop for credit sets the scene for compelling returns. It will be a credit-picker’s market, and we look to high yield bonds and senior secured loans as areas of continued opportunity.
Q4 2021 outlook: Still on solid footing
Credit markets have been remarkably steady this year and enter Q4 on solid footing. This tight spread environment presents challenges, but the largest risks we see lie outside credit markets.
Q3 2021: Enjoying the ride
With the pandemic now (hopefully) firmly in the rearview mirror for domestic markets, a new environment has emerged for high yield bonds and senior secured loans.
Q2 2021: Right on track
It’s been one year since markets bottomed. With the end of the pandemic hopefully in sight, fundamentals improving and economic forecasts robust, we think the backdrop for credit remains supportive.
Q1 2021: Positioned for strength
The backdrop for credit in 2021 looks favorable. However, active management remains key to generating excess returns and navigating volatility amid the continued impact of COVID-19.
Q4 2020: Staying active
While uncertainty is still top of mind, we believe active managers will find opportunity in the dispersion across asset classes, industries and ratings