The Euro Credit Market Update or October 2024, presented by Boutaina Deixonne, provides insights into the European credit markets as central banks begin rate-cutting cycles. Key takeaways include:
- Euro credit is increasingly attractive amid yield compression and favorable liquidity.
- ECB and Fed rate cuts create a positive environment for both Investment-Grade (IG) and High-Yield (HY) bonds.
- Strong demand expected for well-rated, liquid assets, particularly Financials and BBB-rated bonds.
To explore the full analysis and portfolio positioning strategies, access the complete report here.