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ChangeIn this video, Investment Director Paul Skinner speaks with Portfolio Manager Campe Goodman about how the energy shock has been affecting credit markets.
Amid heightened market volatility, spreads have widened – narrowing somewhat since March but remaining wider than pre-conflict levels. From Campe's perspective, this is not necessarily all bad, especially for active investors. Volatility can create market dislocations, potentially opening up pockets of value in certain sectors.
That said, there are of course risks: the conflict could remain persistent, energy prices could remain high and inflation could accelerate further – while these remain important considerations, for now, this isn't Campe's base case.
The views expressed are those of the speakers at the time of filming. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
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