Golden Age for Credit Markets?
Update: 2024-04-11
Description
Investors all across the board continue to say that this may be the golden age of credit. But is this really true? You have optimism formed around potential rate cuts; you have credit trading at very bullish levels, very tight bond spreads, and overall strong corporate performance and bond demand. But with plenty of credit headwinds which we’ll discuss later in the show, are investors getting enough value from this asset class relative to the risk?
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