Global Investment Themes: Investment Grade

This month we take a look at asset class themes with a focus on investment grade (IG).
Within IG, we are selectively and opportunistically adding risk where we stand to benefit from (i) Fed bond purchasing programs driving (ii) continued strong technical demand from global investors, in spite of (iii) record levels of new issue supply and (iv) material uncertainty of the degree of fundamental weakness stemming from the Covid-related macro slowdown.
Continue reading our latest views on Investment Grade credit in our Global Fixed Income Strategy Update.
Other Strategy Update highlights include:
- Outlook for Fed Policy: Near Term, Longer Term
- Emerging Market Debt: Compelling Value in a Lower Yield World
- Q&A: Opportunity in US Municipals: Short-Term, High Yield and ESG
Investment risks
-
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Important information
-
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals, they are subject to change without notice and are not to be construed as investment advice.