Macro Pulse EU: Europe’s Investor Views See Selective Structural Winners
Europe’s investment cycle is strengthening selected credit opportunities for investment managers, but uneven policy support and cyclical exposure leave the most compelling cases concentrated in higher-quality issuers and strategically important sectors.
In the latest Credit Compass, Gordon Kerr examines how energy disruption, investor positioning, and Europe’s expanding capital-investment cycle are widening the gap between structurally supported sectors and more cyclical credit risks. Listen to Gordon Kerr’s insights on: Apple | Spotify | YouTube or visit kbra.com/macrocredit
Europe’s structural investment cycle is creating a more…
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