Session recording

Jeff Klingelhofer: This time is different: Finding relative value in volatile credit markets

Investors seek volatility as a potential entry point to access quality assets at dislocated prices. The pandemic, lockdowns and emergency stimulus have acted to create a perfect storm of shocks to the system. This session explores the market environment and challenges associated with reconciling structural change from liquidity concerns and the ability to leverage mean reversion in ascertaining fair value in uncertain times.

Speaker:
Jeff Klingelhofer, co-head of investment, global fixed income & managing director, Thornburg
Moderator: Laurence Parker-Brown, content producer, Conexus Financial