📈Record-breaking bond issuance in Europe and the US, led by sovereigns and blue-chip firms.
📉Credit spreads widened this week, correcting from the previous quarter's rally.
📊Yields are elevated, but spreads continue to tighten, indicating strong demand.
💼Liability managers, such as pension funds and insurance companies, are driving demand for long-term bonds.
💰Opportunities exist to capitalize on the yield potential in the credit markets without taking excessive risk.
What was the impact of January's bond issuance in Europe and the US?
—January saw record-breaking bond issuance in Europe and the US, with sovereigns and blue-chip firms leading the way.
What caused the widening of credit spreads this week?
—Credit spreads widened this week, correcting from the previous quarter's rally.
What are the current trends in yields and spreads?
—Yields are elevated, but spreads continue to tighten, indicating strong demand in the credit markets.
Who is driving demand for long-term bonds?
—Liability managers, such as pension funds and insurance companies, are contributing to the strong demand for long-term bonds.
Is there an opportunity to generate yield in the credit markets?
—While not taking excessive risk, there are opportunities to capitalize on the yield potential in the credit markets.
00:19January saw record-breaking bond issuance in Europe and the US, with sovereigns and blue-chip firms leading the way.
14:28Credit spreads widened this week, correcting from the previous quarter's rally.
15:35Yields are elevated, but spreads continue to tighten, indicating strong demand in the credit markets.
15:59Liability managers, such as pension funds and insurance companies, are driving demand for long-term bonds.
16:22While not taking excessive risk, there are opportunities to capitalize on the yield potential in the credit markets.
