CIF - PM Perspectives: Our Positive Prognosis For High Yield
By Seth Meyer
In this video, Portfolio Manager Seth Meyer discusses the latest in high-yield fixed income, including how the market has changed and the current health of fundamentals and technicals within the sector. He also shares some strategies he believes can help generate yield while dampening volatility.
Key Takeaways
- From a credit ratings and credit metrics perspective, we may be in a better place than 2007-2008 despite the fact that valuations are starting to approach similar levels.
- In the high-yield market today, credit fundamentals and technicals are solid, and we think U.S. high yield