High Yield Bonds: Assessing the Landscape Today
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Kelly Burton sheds light on the technical and fundamental picture for high yield bonds today as investors grapple with an increasingly noisy macroeconomic and political backdrop.

Episode Segments:

**02:30 **– Kelly’s background and role at Barings

**05:18 **– What market technicals are telling us about high yield

**09:26 **– Assessing issuer fundamentals against a noisy macro backdrop

**15:32 **– Liability management exercises and where defaults could go in a recession scenario

**20:14 **– How high yield may fare in a slower economic environment

**25:49 **– How to think about the maturity wall

27:35 – Why credit spreads don’t tell the full story

**30:04 **– Senior secured bonds: what they are and why Kelly & team like them

**38:25 **– What the U.S. election could mean for high yield

**42:54 **– Final thoughts

IMPORTANT INFORMATION

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