"I think it’s very difficult to ignore the attractiveness of the credit markets right now. The key reason is simple: very strong return potential given where yields started the year." — Jeff Sujitno
The following is a summary of a presentation given by Jeff Sujitno to our subsidiary iA Clarington on January 16.
In addition to presenting a market overview, Jeff answers the following questions:
- What has the reduction in refinancings done for the dynamics of the credit market?
- Across loans, high yield and investment grade credit, where do you see the best opportunities?
- What is your view of the opportunity set in private credit?
Jeff Sujitno
Portfolio Manager
Wellington Square
Segregated funds managed:
- Core Plus Bond (Wellington Square)
- Floating Rate Income (Wellington Square)
