‘Why would I buy investment grade credit now, spreads are so tight’ is the cry that I hear. It’s true, IG spreads have been tight for some time now, but with all in yields looking attractive fixed income shouldn’t be overlooked. I make the case that now is the time to be looking at investment grade credit in spite of tight spreads…The Case for IG: Alpha and Total Return
Timing Is Everything — And It’s Hard
Diversification and the Government Bond Paradox
Conclusion
Whether your goal is alpha, total return, or diversification – IG credit is an area of opportunity at the moment, not a time to be underweight. Let’s not miss the moment.
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