Supportive policy and more attractive spreads – what’s not to like?

Presented by

Tim Winstone

About this talk

Investment grade credit spreads have moved from being at relatively tight levels in January 2020, to the widest quartile three months later. In Europe the spread widening has come from the dual effect of higher investment grade corporate bond yields plus lower government bonds yields, prompting investors to consider whether now is the time to raise allocations to investment grade corporate bonds. In this presentation, Tim Winstone, portfolio manager of Janus Henderson’s European Investment Grade Strategy, tackles some of the questions investors are asking, including: • How does investment grade compare to government and high yield markets? • Does the technical picture of supportive monetary and fiscal policy outweigh fundamental and economic concerns? • How are we positioned and where might the biggest risks and opportunities lie? 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.
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