We have the pleasure of sharing our views for the rest of the year in our Credit Outlook.
We include in-depth comments on 13 different sectors across our coverage with selected bonds for each sector as well as a strategy introduction with our current thoughts.
In general, the hunt for yield is ongoing and the ECB shows no sign of slowing down expansionary policy. In this environment, we look for returns in the BB segment and selectively in B names.
Our current top picks (in order of increasing risk/reward) are Heimstaden, SSAB and J. Lauritzen.
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