Right now, it makes sense to sit on the credit fence

February 2022

At the Portfolio Construction Forum Markets Summit 2022, Pete Robinson, Head of Investment Strategy, discussed why it makes sense to sit on the credit fence right now.

Historically, sitting on the fence has implied indecisiveness. But can a high conviction view be a lack of conviction? Investors may be facing a regime shift in markets that changes the traditional relationship between growth and defensive allocations. In a low conviction world, an allocation to a blend of public and private credit makes sense. It allows investors to sit on the fence, retaining flexibility through a period of heightened uncertainty while still generating an acceptable return.

Use the link below to watch the full presentation (32min) and earn Continuing Education (CE/CPD) hours (login required – free & instant). Portfolio Construction Forum is the specialist, independent, investment continuing education, accreditation and certification service.