How Instit Investors Can Leverage Euro Credit’s Attractive Yield Opportunity

Presented by

Marion Le Morhedec, Boutaïna Deixonne, CFA and Jérôme Broustra - AXA Investment Managers

About this talk

Despite a turbulent macroeconomic landscape which has unfolded over the past 18 months, we believe institutional investors enjoy a unique position to take advantage of the current market conditions. The gradual process of tightening by central banks in developed markets seems to be nearing its conclusion. The discussion now revolves around how long interest rates will remain at higher levels and the pace of economic growth. The euro credit market offers nearly 5% yield for a duration of 4.5 years, the highest level over the last decade. Overall, the fundamentals continue to reassure us on the resilience of European corporates and financials for early 2024. Additionally, the positive technical factors, including healthy inflows and well-absorbed supply, add to the appeal of Euro Investment Grade strategies. During the webcast, our Head of Fixed Income and Euro Investment Grade will discuss how active euro credit strategies can thrive in 2024. Topics will include: • What are the opportunities and challenges in the current market environment? • What are our preferred sectors in the euro credit universe? • Why should total return credit strategies be able to take advantage of attractive entry points? • How do you get the most out of your Fixed Income allocation? Presented by: – Marion Le Morhedec, Global Head of Fixed Income, AXA IM – Boutaïna Deixonne, CFA, Head of Euro Investment Grade & High Yield Credit, AXA IM Moderated by: – Jérôme Broustra, Head of Investment Specialists for Fixed Income and Multi-asset Solutions, AXA IM

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