In our webinar, portfolio managers Reinout Schapers and Roeland Moraal explain the opportunities in their respective Global Credit and High Yield funds. They outline how rigorous fundamental research and a contrarian and quality-tilted investment approach identifies the best relative value opportunities across the rating spectrum. They provide insights into why sustainability across all angles, such as ESG, climate and the SDGs, is instrumental to making better-informed decisions and selecting best companies from a long-term perspective.
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30-03-2023 · Webinar
Time to build back credits exposure?
The corporate bonds market had a tough time in 2022, leading many investors to pull out of the investment grade and high yield sectors. Yet the asset class offers great potential in 2023, as the repricing of fixed income securities has led to credit yields rising sharply. This now provides an attractive entry point from which to build back bond exposure in a diversified portfolio.
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Reinout Schapers
Portfolio Manager
Roeland Moraal
Portfolio Manager
Authors
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