The Key to Credit: Selection and Timing [in French only]

Vincent Ollivier, manager of the RAM Strata Credit Fund, delivers a compelling analysis of the current bond market in this column. He examines the compression of credit spreads and its impact on investment opportunities. In this environment of high valuations and uncertainty, he shares the strategic approaches adopted to navigate this spread dispersion, particularly in Investment Grade and High Yield debt. A column by Vincent Ollivier shedding light on the 2025 outlook.