Investors should consider reallocating to U.S. HY bonds and focus on carry and shorter duration credit

From Investing.com: 2024-10-13 04:00:00

Global markets are approaching year-end, prompting investors to adjust portfolios. UBS advises a strategic approach during uncertain times. U.S. credit investors seize higher yields post strong non-farm payroll report, tightening credit spreads. Europe’s slower growth recovery favors carry strategies, while UK, Europe offer higher breakevens. UBS suggests reallocating to U.S. HY bonds, cautioning against EM risks. Focus on carry, shorter duration credit for optimal returns.



Read more at Investing.com: How should investors reallocate their portfolios for the year end? By Investing.com