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Proceed with caution – now is the time to be selective in high yield

WEBCAST: Proceed with caution – now is the time to be selective in high yield

Andy Acker, CFA

Andy Acker, CFA

Portfolio Manager


Seth Meyer, CFA

Seth Meyer, CFA

Global Head of Client Portfolio Management | Portfolio Manager


16 Nov 2022
40 minute watch

Key takeaways:

  • Macro scene – what does the mix of inflation and tighter policy mean for high yield?
  • Corporate health – are relatively strong corporate fundamentals being overlooked?
  • Selectivity in volatility – identifying opportunities from spread movements and credit upgrades.
Andy Acker, CFA

Andy Acker, CFA

Portfolio Manager


Seth Meyer, CFA

Seth Meyer, CFA

Global Head of Client Portfolio Management | Portfolio Manager


16 Nov 2022
40 minute watch

Key takeaways:

  • Macro scene – what does the mix of inflation and tighter policy mean for high yield?
  • Corporate health – are relatively strong corporate fundamentals being overlooked?
  • Selectivity in volatility – identifying opportunities from spread movements and credit upgrades.

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