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From offence to defence: Why credit investors should not be complacent
Credit markets have shown remarkable resilience during periods of market volatility in recent months.
Limited supply and strong demand are helping keep credit spreads tight, but with macroeconomic conditions starting to weaken, now may be the time to position portfolios more defensively, argues Muzinich & Co portfolio manager Thomas Samson.
Muzinich & Co
Friday 13th September 2024
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