Corporate bonds valuation - spreads vs history

EUROZONE

EU Investment grade spreads

|
30-12-199931-08-200230-04-200531-12-200731-08-201030-04-201331-12-201531-08-201830-04-202129-12-20231.0%2.0%3.0%4.0%5.0%6.0%expensivefair valuecheapervery cheap
Insights

Understanding the current market value of corporate bonds requires looking at both their spreas and their all-in yields. Spreads measure their credit risk within a known interval, while all-in yields (spread+ govt bond yield) reflect their total income potential. Benchmarking both against historical percentiles allows investors to identify what is cheap or expensive vs past experience.

CURRENT READINGS

At 3.73%, EU Investment Grade all-in yields are currently at fair value.

MARKET IMPLICATIONS

EU IG all-in yields are currently compensating investors fairly- the asset class remains compelling for the long term from a valuation perspective

UNITED STATES

US Investment grade spreads

|
31-05-202330-09-202331-01-202431-05-202430-09-202431-01-202531-05-202530-09-202531-01-202605-05-2026bps6080100120140160expensivefair valuecheapervery cheap
Insights

Understanding the current market value of corporate bonds requires looking at both their spreas and their all-in yields. Spreads measure their credit risk within a known interval, while all-in yields (spread+ govt bond yield) reflect their total income potential. Benchmarking both against historical percentiles allows investors to identify what is cheap or expensive vs past experience.

CURRENT READINGS

At 79 bps, US Investment Grade credit spreads are currently expensive.

MARKET IMPLICATIONS

For pure spread players- in general terms, expensive spreads justify further compression only with a positive view on upcoming growth and investor sentiment. When levels move to fair value, cheaper, cheap or very cheap, it has been tipically wiser to buy | add | accumulate.