Marc Kemp joins us on the BlueBay Insights podcast to discuss fundamentals, defaults and fallen angels in global high yield markets.
The views expressed in this piece are not intended to be a source of advice or credit analysis and the information does not constitute investment advice.
We asked Marc:
- Things are clearly changing rapidly – how do you assess fundamentals for the companies that you follow in such an environment?
- What’s your latest thinking on defaults?
- Can you comment on falling angels? Presumably pressure will be evident on the investment grade sector too?
- Can you talk us through current valuations in HY?