Podcast - Adapt and thrive: A dynamic approach to credit investing


June 19, 2024

In the latest episode of the Muzinich podcast, we explore the potential benefits of a more dynamic approach to credit investing with Mike McEachern, Co-Head of Public Markets at Muzinich and the lead portfolio manager on the Dynamic Credit Income strategy.

After the relative stability of the QE years, investors could be forgiven for finding this a difficult market to read. On the one hand, growth has proved resilient for longer than many anticipated, corporate earnings and fundamentals are healthy, and technicals are supportive.

On the other hand, inflation continues to be sticky, expectations over what happens to interest rates keep shifting, and the geopolitical environment is often volatile.  

To navigate such conditions, a strategy with the flexibility to invest in a dynamic way might be a viable option for investors.

In this podcast, Mike explains:

  • What the Dynamic Credit Income strategy is designed to do;
  • Why the strategy makes its biggest allocation to high yield and the potential benefits of that approach;
  • The role of investment grade credit in the strategy;
  • The key themes in credit markets and how this is influencing positioning in the strategy.

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