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Inside the Fund Manager's Head

Volatility: a key ingredient for euro credit

In this video, Insight Investment portfolio manager Fabien Collado assesses the euro corporate bond market, arguing why he believes it is in a ‘good place’.


    Key points:

  • Euro credit has experienced volatility this year, which supports active fund management opportunities for investors.
  • Credit spread valuations are low, but overall market yields in Europe have become more attractive after a prolonged period of low yields.
  • Strong flows into euro credit are capping spreads and supporting continued investment appeal.
     

 

 

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The merits of sterling credit

In this video, Insight Investment senior portfolio manager Damien Hill explains why he is seeing more opportunities in UK rather than global credit, highlighting areas of the market and sectors he views as attractive and why.

15 July | English