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Walking the tightrope: navigating the late stage of the credit cycle

Mixed economic data, coupled with monetary tightening, has pushed spreads and yields higher, yet labour markets remain strong and expectations are that economic growth will hold up in 2019. Identifying those credits that can stay the course and avoid those that stumble is critical. In this webcast, Tom Ross, Seth Meyer and Thomas Hanson, high yield portfolio managers at Janus Henderson Investors, explain where we are in the credit cycle and how a bottom-up process of fundamental analysis combined with managing beta through a robust risk-budgeting process can help an investor keep their footing.
Recorded Dec 5 2018 44 mins
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Presented by
Tom Ross, Seth Meyer and Thomas Hanson
Presentation preview: Walking the tightrope: navigating the late stage of the credit cycle

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  • Presented by: Tom Ross, Seth Meyer and Thomas Hanson
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