Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)

Justin Takata, Head of our Investment-Grade Sector Team, and Maria Giraldo, Investment Strategist, provide technical and fundamental analysis of the sector, as well as where they are seeing risk and opportunity. We also answer listener mail.

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Investing as the Fed prepares to cut rates.

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The case for moving into higher quality fixed income (and out of money markets and equities) while the Fed is paused… and ahead of coming rate cuts.

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1Q24 High-Yield and Bank Loan Outlook

Implications for credit investors.

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Investing involves risk, including the possible loss of principal.

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