Credit Outlook, a conversation with Simon Thorp

In Short

Long-short credit: A flexible approach for capturing absolute returns


It’s been a turbulent year for fixed income as major central banks rapidly hiked rates to combat high inflation. But has corporate credit been oversold? How high is recession risk really, and which areas of credit offer opportunities? To address these questions and more, in this webinar replay Simon Thorp, CIO and fund manager of the Aperture Credit Opportunities fund, discusses portfolio performance, positioning and his outlook for long-short credit.

 

 

Aperture Credit Opportunities Commentary for Q2 2022 is now available

Picture

© Generali Investments, all rights reserved. This website is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of the following companies belonging to the Generali group: Generali Asset Management S.p.A. Società di gestione del risparmio and Generali Investments Luxembourg S.A. (hereinafter jointly, Generali Investments). Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the multi-boutique platform coordinated by Generali Asset Management S.p.A. Società di gestione del risparmio and in particular of Infranity, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments, Sosteneo Infrastructure Partners SGR and Generali Real Estate S.p.A. Società di Gestione del Risparmio