Fixed Income Boutique
Based in Zurich and New York, the Fixed Income Boutique is an active manager aiming to capitalize on market trends and inefficiencies.
Credit Health Check: Our 10 Most Burning Questions
Fixed Income Boutique
Welcome to the second quarter of 2022 and our Global Credit Outlook from Christian Hantel, Marc van Heems, and Pam Gelles from the Corporate Credit team.
In this outlook, the team answers these questions relating to macro- and microeconomics, technical factors and valuations:
Macroeconomics
1. What to expect from global economic growth/inflation?2. What will central banks do?
3. What to expect from quantitative tightening?
Microeconomics
4. How do corporate credit metrics look at the moment?5. What are companies likely do with their cash?
6. Is the trend of rating upgrades going to end?
Technical Factors
7. How do you see the supply/demand for the asset class?8. Is there value in the new issue market?
Valuation
9. Are credit spreads now attractive?10. How to benefit from the current market conditions?
About the authors
About the authors
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