Michael Hattab - Senior Portfolio Manager, LFIS
David Long - Managing Partner, Alignvest Investment Management
Now is no time to be complacent with fixed income. Some segments of credit markets currently offer attractive value and carry vs. overbought vanilla corporate bonds for a similar liquidity profile. Investors have unduly deserted many of these segments, whether due to regulatory pressures or because of entry barriers requiring strong investment set-ups. Successful credit investing today requires going beyond the traditional long cash credit strategies to access all dimensions of credit markets. While most credit strategies tend to be “siloed,” focused on specific credit segments, LFIS’ capabilities go beyond traditional credit investing to target opportunities across the range of liquid credit assets and instruments.