The Credit Call: strategies update, February 2023

Sustainability. We mean it.

Insight

13 February 2023 |

Active ESG

Fraser Lundie, CFA, Head of Fixed Income – Public Markets, Orla Garvey, Senior Fixed Income Portfolio Manager and Anna Chong, Deputy Head of Corporate Credit Research provide an update on the current opportunity set and why current market conditions bode well for credit investors in 2023.

Key topics include:

Outlook for 2023: views on inflation, labour markets, growth and the direction of monetary policy.
Positive underlying fundamentals in the metals and mining industry and how the steel sector shows signs of recovery.
Latest investment opportunities: the continuous improvement of relative value on the sell-off in credit, producing attractive yield levels.