Give me some credit

Governments and central banks are at it again: cutting interest rates, pumping money into the economy and driving down the cost of debt. The aim? To keep the economy going during the pandemic. The fallout? For those that have money to invest, it is driving investors into concentrated areas of the market, risking future bubbles.

This week we sit down with Julien Houdain, Deputy Head of Global Credit, to chat about credit markets, otherwise known as corporate debt. With every investor on the hunt for yield we step away from the stock market and into the world of corporate bonds on a voyage of discovery.  

 

RUNNING ORDER:

04:52 Part 1: The market and the economy through the eyes of a credit investor

14:15 Part 2: What are the risks and opportunities in global credit markets

20:39 Part 3: Themes credit investors should keep an eye on

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