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Podcast: Credit update

Andrzej Skiba joins us on the BlueBay Insights podcast to share his views.

We asked Andrzej:

  1. We saw a performance reversal during May with the US overtaking Europe – what drove this regional switch? What drove the three-week performance run and why did it end?

  2. Fallen angels remain topical – how are you investing here? Are you seeing any immediate cross-over opportunities post-Covid?

  3. Lower-rated securities have generally trailed the overall high-yield rebound, although we’ve recently seen some signs of triple Cs outpacing double Bs – can you comment on what’s happening here?

  4. How is the high-yield sector performance in emerging markets? Are you considering making any changes to your underweight positioning there?

  5. Overall, which regions and sectors do you currently favour in your portfolio?