Geopolitics, monetary policy, uncovering value in public and private credit markets, diversifying strategies, and investing in Asia were among the many topics covered.

It will continue to be important to be an active investor during this period of transition and to carefully monitor the impact of policy on credit sectors.

Our studies show that ESG (environmental, social, and governance) factors are important drivers of sovereign credit spreads and that an ESG-based trading strategy should not detract from investment return potential.