Investment-Grade Corporates Have Been Shining Stars: Strategist

The video discusses the risks associated with credit problems, particularly in the context of protracted credit cycles, drawing parallels to the 2006-2007 period. It highlights how investors are reaching for yield, often taking undue risks, which can lead to systemic issues reminiscent of 2008. The discussion then shifts to the benefits of investment grade corporate bonds, emphasizing their stability, liquidity, and attractiveness to sovereign investors, offering a better yield than treasury markets.

What are the potential risks associated with rising credit problems?

How did the credit cycle in 2006 and 2007 impact investors?

What factors contribute to retail investors being unaware of the risks they hold?

In what ways can investment grade corporate bonds be considered a safe investment?

What characteristics make the investment grade corporate bond market strong?