Are markets finally starting to wash their hands of the Covid 19 crisis? Credit markets are showing signs of resilience, and concerns over the impact of a second wave of the virus appear to have been replaced with discussions around the path to recovery. So far, we have seen varying degrees of a recovery across different credit asset classes, highlighting the importance of being selective.
In this webcast, co-managers of the Janus Henderson Multi-Sector Income Strategy discuss the rebound we are witnessing in credit markets, post March 2020, focusing on:
-the effectiveness of the policymakers’ playbook — short term and long term impacts
-potential risks that could retest the March market moves
dispersion and dislocation across credit — opportunities and value?
-constructing multi sector portfolios to navigate uncertain markets
They will also review the performance of the strategy with highlights of current positioning and the outlook for the medium term.