Economic fundamentals vs. market technical vs. ratings: Where do investors see long term value in the GCC credit markets?

Broadcast on Dec 8, 2020 from Livestream: Bonds, Loans & Sukuk Middle East 2020 - Virtual Conference

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  • A fundamental question: Why has a slump in oil prices not impacted international investor appetite more significantly? How are investors analysing value and managing their portfolios?
  • After the perfect (sovereign debt) storm: Is there sufficient liquidity left in the market for FI and corporate issuers?
  • G for is governance: How much transparency is enough? How much will ongoing defaults and debt restructurings impact the trajectory of the GCC credit markets?
  • Yield hungry but not that hungry: What would motivate investors to stomach GCC high yield credit?
Middle East

Moderator

Head of Corporates, Middle East and Africa, Analytics

Speakers

Portfolio Manager, Emerging Markets Fixed Income

Co-Head of Fixed Income

Managing Director, Head of Fixed Income Research and Strategy

Senior Fund Manager, EM Corporates

EEMEA Credit Research Analyst