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.
Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden and Switzerland. For UK please visit https://www.brighttalk.com/channel/13709.