Views and Ideas

Comment se porte le marché du crédit ? Quels émetteurs privilégions-nous pour le mois de mai ?

10 May 2023

Mélanie Hoffbeck, Gérante Crédit Investment Grade, dresse le bilan et vous livre ses convictions mensuelles.

 Le marché primaire a fait son grand retour sur les différents segments du crédit obligataire, marquant la fin de la période de stress bancaire vécue au mois de mars. La sérénité n’est pour autant toujours pas de mise.

Les marchés du Crédit devraient continuer à se concentrer sur les actualités provenant du secteur bancaire américain. Et nous nous attendons toujours à ce que la volatilité sur les taux souverains reste un élément perturbateur.

 

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