A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.
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With credit spreads hovering near generational lows, Alexander Pelteshki, Investment Manager, breaks down the current state of global credit markets in the latest edition of Strategic Thinking Out Loud. He explores the drivers behind the rally and outlines a cautious yet opportunistic approach to managing risk and yield in fixed income portfolios.
The macroeconomic outlook suggests moderating growth and controlled inflation. However, uncertainty has risen post-US election, with the new administration's policy agenda still unclear. Proposed trade tariffs may initially boost US inflation but could dampen growth modestly. Global impacts may skew negative, widening divergences between the US and Europe, China, and others.
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