Fixed Income Boutique

Autumn Credit Outlook – The season is ripe to buy great coupons from solid investment-grade companies

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Mondher Bettaieb Loriot

Head of Corporate Bonds, Portfolio Manager

Meet Mondher


| Read | 1 min

Autumn in the Northern hemisphere is traditionally associated with the harvest season. Bright pumpkins are the season’s highlight and will accompany us in the coming weeks before making place for the festive season. So, hurry up to shop for groceries to prepare those hearty soups.

While big, ripe pumpkins are hard to overlook, you need an expert eye to evaluate the credit market. Our Euro Corporate Bond portfolio managers and credit analysts found some interesting facts. They think European investment-grade companies have not been that attractive for a long time given the higher rates and higher spreads. More on this in our Autumn Outlook.

Pumpkins are a great source of beta carotene, which supports your immune system for the upcoming cold season. We hope the ideas from our publication will support your investment decision and provide you with some food for thought.

 

 

 

 

bettaieb_mondher

Mondher Bettaieb Loriot

Head of Corporate Bonds, Portfolio Manager

Meet Mondher