[Verse 1] When markets shift and yields start to dance Portfolio managers take their stance Government bonds when times get rough Corporate credit when growth's enough Sector rotation is the game we play Moving our money where profits stay [Chorus] Rotate and allocate, that's the way Credit positioning day by day High grade to high yield, make the switch Find the value in every niche Tactical moves across the board Active strategies, that's our sword [Verse 2] Credit spreads tell us the story Investment grade versus high yield glory When spreads are tight, the risk is low When they widen, careful where you go Duration matters, credit too Match your strategy to market view [Chorus] Rotate and allocate, that's the way Credit positioning day by day High grade to high yield, make the switch Find the value in every niche Tactical moves across the board Active strategies, that's our sword [Bridge] Treasuries safe when storms arise Corporates shine when business flies Municipal bonds for tax-free gains Mortgage-backed when housing reigns Read the cycle, time it right Relative value comes to light [Verse 3] Quality ladder, climb up and down Triple-A to B, don't let spreads drown Overweight sectors showing strength Underweight the weak at length Active management beats the rest When sector timing passes the test [Chorus] Rotate and allocate, that's the way Credit positioning day by day High grade to high yield, make the switch Find the value in every niche Tactical moves across the board Active strategies, that's our sword [Outro] From government debt to corporate bonds Sector rotation, the market responds Credit positioning, play it smart Active strategies, that's the art
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