With tight spreads and a steepening yield curve, we see the most value in lower-beta spread products and high-quality securitized assets.

High yield bonds and loans both offer attractive opportunities for credit pickers given high income, supportive fundamentals and strong investor appetite.

​​​The current market backdrop presents opportunities to benefit from corporate cash flows, valuation discounts and high quality “all-in” yields.​​

Strong performance plus new capital has meant a buoyant market. There’s further to go.