Oksana Koneva

Now may be the time for credit rotation, Michael A. Gayed advises

Now may be the time for credit rotation, Michael A. Gayed advises
Macro setup aligns with credit rotation

Michael A. Gayed said that the macro setup is aligning with his thesis and suggested that now may be the time to consider credit rotation.

Gayed noted that both he and the market have been tested but remain present, adding that those who have ever considered credit rotation may find the current environment favorable.

Gayed has previously highlighted periods of market stress, noting that the S&P 500 fell 19.35% during the Q4 2018 backtest. He also observed that high yield credit spreads reached 343 basis points as of November 2, above the 12-month low. These insights reflect his ongoing focus on credit markets and risk.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.