Heightened market volatility and uncertainty over the pace at which the ECB will unwind its bond purchases are the main tests investors in European corporate bonds have to contend with currently. Mitigating factors such as robust earnings, strong cash positions and low defaults could be negated by concerns the central bank might need to take tougher action to contain inflation.
Listen to our Talking heads podcast with Victoria Whitehead, senior portfolio manager for European investment-grade corporate bonds, and chief market strategist Daniel Morris as they discuss the outlook for European credit and the appeal of sectors such as financials.
Formerly known as ‘Market weekly’, Talking heads brings investors the in-depth insights on topics that really matter to them, analysis of the world and markets through the lens of sustainability and more great conversations with investment experts.
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