Constructive on Duration: A Q1 Update on Low-Carbon Credit
This webinar provides a Q1 update on our low-carbon credit strategy, highlighting market volatility, geopolitical risks and why we remain constructive on duration and yield.
In this quarterly webinar, we provide an update on our global low-carbon credit strategy following a volatile start to 2026.
The discussion covers macro developments, credit markets and portfolio performance, with a particular focus on how rising geopolitical tensions have affected interest rates and spreads.
Daniel Berg, Head of Global Fixed Income, joins Johan Mørk the studio to reflect on strong market conditions earlier in the year, the impact of higher oil prices and the Iran conflict, and why recent drawdowns may have improved the fund’s forward-looking return potential.
Despite wider spreads and negative returns in March, running yields have increased to more attractive levels. The webinar also explores different market scenarios ahead and explains why we are increasingly constructive on duration, while remaining mindful of downside risks in the event of a global recession.
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DNB Fund Global Low Carbon Corporate Bonds
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