Are Corporates Still in the Sweet Spot for Investors?

The video discusses the current state of the labor market, with a focus on payroll gains and employment growth. It analyzes potential Federal Reserve rate hikes, considering factors like Brexit. The US credit market is highlighted as a strong investment opportunity, with insights into high yield and investment grade bonds. The discussion also covers inflation expectations and the attractiveness of Treasury Inflation-Protected Securities. Finally, the impact of European Central Bank policies on European corporate bonds is examined.

What is the significance of the US credit market in the global fixed income space?

What are the expected returns from high yield and investment grade bonds?

What are the implications of the ECB's corporate bond buying program?