Paper

Liquidity-driven dislocations and central bank distortions: Opportunities in European credit markets

Allocators are wrestling to understand how they should respond to an investment landscape reshaped by a global pandemic strangling economic activity and unleashing powerful public policy responses. By sharing our insights, this paper is designed to help investors navigate the current dislocated credit markets as they look to determine which strategies are the most appropriate for their particular circumstances. This paper will examine the merits of investing in investment grade corporate credit via credit default swaps, of investing in dislocated European real estate-backed bonds, leveraged loans and senior secured corporate bonds and in capturing the rapidly evolving opportunity to provide rescue liquidity in both the corporate and real estate markets.

READ: Liquidity-driven dislocations and central bank distortions: Opportunities in European credit markets