Michael Hintze

Sir Michael Hintze Speaks on Milken Credit Markets Outlook Panel

Sir Michael Hintze, speaking on the Milken Credit Markets Outlook panel, noted that tight credit spreads and rising 'cov-lite' issuance, underline the need for deep dive credit analysis and security selection. He expects US rates to rise, compounded by Chinese selling of US Treasuries, and the ECB to begin tapering. He favours structured credit, floating rate and shorter duration assets in portfolios. He also expects geopolitical events to continue to create market volatility. Watch the video of the panel below: