In a recent Fixed Income Masterclass with Asset TV, Brian Kennedy, co-portfolio manager on Loomis, Sayles & Company’s Full Discretion team, shared his perspectives on fixed income market fundamentals and opportunities across sectors. Watch this highlights reel for his take on credit markets, including:
- Solid credit market fundamentals
- Some FOMO behavior by investors
- Still more upgrade candidates than downgrades
- Yield in the corporate space
- Growing dispersion in investment grade and high yield
- Securitized credit opportunities