US IG and Crossover Outlook: Hurry Up and Wait
Date: December 4, 2023
Moderator: Winnie Cisar – Global Head of Strategy, CreditSights
Presenter: Zachary Griffiths, CFA – Head of IG & Macro Strategy, CreditSights
Summary:
With cash locked up at the front-end, duration proving painful to portfolios, and investors (still) waiting for a recession, corporate credit posted another year of mixed performance in 2023.
The US Strategy team provides their outlook for the US IG and crossover markets in 2024, informed by lessons learned in recent years, expectations for the Fed, and economic forecasts. Topics include the current and future state of corporate balance sheets, the outlook for demand from retail, institutional and global investors, and top investment recommendations to start the year.
View the Replay
The AUD Bond Market: Flows, New Issues, Picks & Pans
The AUD Bond Market: Flows, New Issues, Picks & Pans
Virgin Media O2: Netomnia in Question, What’s Next?
Virgin Media O2: Netomnia in Question, What’s Next?
European Special Situations Outlook: Rising Stress & Shifting Dealflow Dynamics
European Special Situations Outlook: Rising Stress & Shifting Dealflow Dynamics
Know More. Risk Better.®
Sign up to receive our latest credit insights direct to your inbox.
