Videos: Webconferences

Credit Securities - Investment Update


Mihkel Kase

Mihkel Kase

Fund Manager, Fixed Income

Has the credit cycle run its course? Investors continue to chase after yield but the ever important assessment of credit risk seems to have taken a back seat. Where are we in the credit cycle and where to next for credit investors? Mik Kase, Portfolio Manager of the Schroder Credit Securities Fund, takes a big picture view of credit markets and discusses how and why markets are changing, new structures emerging in credit instruments and where returns will come from next.

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