Rethink your approach to Corporate Credit

In the new investment paradigm, the search for yield remains at the forefront of investors’ objectives, increasing the appeal of corporate credit. However, traditional investment grade credit has become less attractive. We believe that increasing credit exposures by investing in the crossover segment “BBB-BB” offers a compelling alternative to investment grade. In our view, our fundamentals-based approach – centred on quality and low turnover – is better suited to the new environment and we discuss in more detail in this paper.