March 20 - 21, 20242023 – Yield is Back in Public Fixed Income
Bryan Petermann, Portfolio Manager, Muzinich & Co.
2022 was an unprecedented year for public markets across equities and fixed income driven by rising interest rates, a reduction of liquidity as central banks withdrew stimulus, and spread widening. Given the unprecedented sell-off for markets across the globe, we believe that 2023 offers investors the opportunity to achieve attractive yields in public fixed income that we haven’t witnessed in years. In this presentation, we will discuss opportunities in the public fixed income markets, with a particular focus on High Yield bonds, and how investors can build a diversified portfolio at an entry point that has historically offered investors attractive long-term returns.