Portfolio Implications Late in the Credit Cycle

How late are we in the credit cycle and what are the portfolio implications? That’s the multi-trillion-dollar question you hear most often from clients. While there are few certainties in life and markets, many senior fixed income leaders are confident that we’re in the late stage of the credit cycle. But “late” doesn’t mean “done,” and credit cycles don’t die of old age.

Explore these topics and more in this whitepaper. Highlights include:

  • Why this stage in the credit cycle is important for fixed income investors
  • Where we are finding attractive opportunities in credit sectors
  • How active fixed income management can add value to portfolios


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