The coronavirus pandemic has brought about a new investment landscape in which some companies and sectors have fared better than others. Significant market dislocations have also created potential opportunities in the higher quality areas of the credit spectrum.
Global credit markets have reacted to the Coronavirus crisis with force: Credit spreads have swung from well below to well above long term averages in a matter of weeks, raising concerns about increasing debt levels in a recessionary environment, but also creating opportunities for the prudent and patient investor. In this Q&A, portfolio managers Eve Tournier and