Natalie Trevithick

Natalie Trevithick believes investment grade corporate bond spreads could tighten further, potentially falling into the 60s basis points range, a level not seen since the mid-1990s. She cites strong technical demand from investors seeking yield above 5%, robust corporate earnings that make bonds resilient even on equity disappointments, and the massive demand for IG supply from hyperscalers like Amazon which saw $127 billion of demand for a $37 billion deal.