FN Marktrapporten

Restructuring opportunities

We like higher-yielding credit amid low rates, and see corporate restructurings offering growth and potential return diversification for private credit investors. A pickup in Covid-19 cases may weigh on mobility and activity in the near term, but we see this wave of infections as much shallower than the spring one. A spate of purchasing managers’ index data this week could shed light on any potential impact that increased virus infections has had on activity.