Investing in Credit | Policy support vs weak fundamentals: opportunities and threats across IG and HY

Credit is set to play a significantly bigger role in the future of returns. ​​​​​
Central banks’ support will continue to provide stability to the sector but companies’ fundamental are deteriorating and defaults are rising, how to manage credit exposure in such environment?
 
 In this panel discussion, our boutiques’ experts will look at opportunities and threats in the IG and HY spaces

Panelists

• Mauro Ratto, Co-founder and Co-Chief Investment Officer at Plenisfer
• Simon Thorp, Chief Investment Officer UK at Aperture Investors 
• Benoist Grasset, Fixed-income Portfolio Manager at Generali Investments Partners

Moderator

• Elisa Belgacem, Corporate credit senior strategist at Generali Insurance Asset Management 

Legal information

Chapters

• 1:57 The macro-economic environment
• 13:32 Policy support
• 22:08 Credit within a broader portfolio allocation
• 29:44 Fundamentals vs Default
• 40:50 Financial or non-financials?