Public Publication Content
2nd Half Credit OutlookBy: Joe Kalish |
We remain marketweight credit and are neutral on high yield versus investment grade. We favor the middle of the credit spectrum. Overall, the data is mixed with uncompelling valuations, slowing but positive growth, and mixed technicals. Although we remain concerned longer-term about the deterioration in credit quality, we are not worried about it today.Ned Davis Research | Fixed Income | Focus | Bi-Weekly
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