Inflation, Recession, and Credit Valuations

10/02/2025 19 min
Inflation, Recession, and Credit Valuations

Listen "Inflation, Recession, and Credit Valuations"

Episode Synopsis

Vice President & Senior Portfolio Manager Tom Dicker and Vice President & Portfolio Manager Jeremy Lucas unpack the current North American credit markets, tackling pressing questions about inflation and recession. They discuss how strong corporate fundamentals and tight credit valuations are shaping investment opportunities.