Credit Suisse Sees 'Guarded Optimism' in Markets

The transcript discusses the current market optimism amidst the COVID-19 pandemic, highlighting the uncertainty of economic fallout until GDP numbers are released. It explores the challenges in assessing earnings and the cautious investment strategies adopted by Credit Suisse, focusing on defensive equities and investment-grade bonds. The discussion shifts to the credit space, emphasizing the attractiveness of Asian high yield and the impact of oil prices on the region. Finally, it examines the debt issuance trends in Asia, noting the absence of a cash dash seen in developed markets.

What is the outlook for total returns in the investment grade credit space in Asia?

How does the oil price impact the Asian economy as discussed in the text?

What trends are observed in debt issuance in the USA compared to Asia?