Covid and the Credit Cycle

Presented by

Jim Cielinski, CFA Global Head of Fixed Income & James Briggs, ACA, CFA Portfolio Manager, Janus Henderson Investors

About this talk

Over the third quarter, we have seen a change in mood from central banks as inflation is expected to be more persistent into 2022, and concerns over the spillover effects of defaults in the property sector in China. Credit Fundamentals earnings and access to capital remain plentiful for the majority of borrowers which suggests the credit cycle is not as mature as current valuations might suggest. Throughout the webcast, Global Head of Fixed Income, Jim Cielinski and Portfolio Manager, James Briggs discuss the latest implications of the credit cycle throughout the pandemic.

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