The Big Picture: Investor Mood: Gloomy. Market Data: Doing just fine, thanks!

July 2025 – As we enter the second half of the year, investor sentiment has taken a turn. But is the data telling the same story?

Read the latest insights from John Fekete (Head of Tradeable Credit) and Dec Mullarkey (Managing Director, Investment Strategy & Asset Allocation at SLC Management) about what’s really happening in credit markets under the surface – and what it means for the rest of 2025.