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Defensiveness at a Discount - High Quality Credit Spreads
Manage episode 332321936 series 2473386
Dan Krieter and Dan Belton discuss the recent performance in credit, including why defensive sectors have not performed as well as they typically do during selloffs. Other topics include the recent decline in SOFR and when the downward pressure on the new benchmark might normalize.
412 episode
Manage episode 332321936 series 2473386
Dan Krieter and Dan Belton discuss the recent performance in credit, including why defensive sectors have not performed as well as they typically do during selloffs. Other topics include the recent decline in SOFR and when the downward pressure on the new benchmark might normalize.
412 episode
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