I think the sweet spot is investment grade credit and actually it's the short end of the curve. We're quite positive on the fundamentals for great credit. And if you're feeling really optimistic, going to high yield where you can get six, seven, eight percent yield without taking too much duration risk. I think given where we are in the cycle, that's a very attractive proposition.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode