Aron Becker

Aron Becker, Head of European Credit Strategy at Morgan Stanley, shares insights on the evolving European credit landscape. He discusses how U.S. economic trends may impact European credit markets, emphasizing the expected slowdown in growth. Becker highlights the contrasting borrowing trends between governments and corporations and identifies new investment opportunities in corporate bonds. He also advises on the importance of selective risk exposure and the strategic positioning necessary for navigating the current yield environment in European credit.