A3: Multi-Asset Credit: finding relative value while navigating a sea change

The economy refuses to follow a single storyline, as conflicting indicators and competing economic narratives contribute to noise and macro uncertainty. We believe we’ve shifted into a new interest rate regime, where rates are likely to stay higher for longer with profound consequences for the economy and credit markets. Wayne Dahl will discuss how a multi-strategy credit approach can help Local Government Pension Schemes navigate this transition and find attractive relative value opportunities across credit markets.