From the Income Desk

Rethinking defence in credit markets

In a world of tightening spreads, shifting policies, and rising geopolitical tension, credit investors face increasing uncertainty. Ninety One’s co-head of Developed Market Credit, Justin Jewell, and Investment Director Ellie Clapton explore how geographic flexibility and selective positioning are key to navigating today’s evolving market conditions.

23 Jul 2025

5 minutes

Ellie Clapton
Justin Jewell

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