Joyce Wong

American Century Investments
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
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90d 0
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Worst Calls
LQD long -2.7%
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LQD ×1
Recent Calls
LQD long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -2.7% Long Return -2.7% Short Return -
Average Return
7d -1.4%
30d -3.0%
90d -2.2%
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LQD iShares ... iShares iBoxx $ Inv...
Long
Feb 27
$111.68
-2.7%
Private credit spreads are widening due to stress, while high-quality liquid corporate credit offers ~5.5% yields without the illiquidity risk. The "illiquidity premium" in private credit has eroded. Investors are realizing they are taking extra risk for minimal extra return compared to liquid investment-grade bonds. LONG. Risk-adjusted returns favor liquid, high-quality credit over stressed private allocations. A resurgence in inflation pushing yields higher and prices lower.
Private credit spreads are widening due to stress, while high-quality liquid corporate credit offers ~5.5% yields without the illiquidity risk. The "illiquidity premium" in private credit has eroded. Investors are realizing they are taking extra risk for minimal extra return compared to liquid investment-grade bonds. LONG. Risk-adjusted returns favor liquid, high-quality credit over stressed private allocations. A resurgence in inflation pushing yields higher and prices lower.
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