Bullish credit analysts back cyclicals

crane-construction
Construction offers value for credit investors, according to Barclays Capital

Credit market specialists confident the economic recovery remains on course believe cyclical sectors currently pricing in a double-dip recession offer good value.

“We are constructive on cyclicals, based on the macro view that there will be a slow but steady healing of the economy,” says Vasant Mehta, a London-based credit analyst at fixed income asset management firm Payden & Rygel.

More specifically, analysts such as Mehta are enthusiastic about cyclical credits with exposure to regions where gr

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