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Daily Archives: 3rd January 2021

3rd January 2021

🔭 2021 Credit Market Outlook: Japanification complete

The low-hanging fruit has been picked Investment considerations will continue to be driven by excess/easy liquidity conditions – even if the real economy’s recovery barely raises a whimper through the first quarter. Fixed income isn’t dead. We think that IG and HY credit spreads will achieve record tight levels through 2021 – while generating total […]
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