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European investment grade credit: market sell-off exposes value

10/10/2018

European investment grade credit has experienced widening credit spreads since February, which has created stock-specific value and enabled us to reduce our underweight in this area.

  • European investment grade credit spreads have widened significantly this year as the market has sold off
  • Certain stocks have reached spreads last seen pre-QE in 2016
  • Having been underweight European investment grade credit for the past year, we are reducing our underweight in this area

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The information on this website is for Institutional Investors only. Specifically, the information on these pages should not be used or relied upon by the public of Hong Kong or any other type of investor from any other jurisdiction.