European high yield: time for selectivity
Portfolio Managers Konstantin Leidman and Thomas Kelly, and Investment Director Jennifer Martin discuss how European high-yield investors should rethink their approach in response to historically tight spreads.
Solving the credit conundrum
Derek Hynes, Konstantin Leidman and Will Prentis discuss the year ahead for credit markets and outline ways to solve the conundrum between a still attractive backdrop and rich valuations.
How a changing Europe is reshaping credit markets
Portfolio Managers Derek Hynes and Konstantin Leidman explore how a changing Europe is reshaping the region's credit markets and identify key takeaways for investors.
Europe: a good hunting ground for high yield?
With attractive yields and a low duration profile, high yield can present potentially compelling opportunities for investors, despite the continued volatility.
High-yield credit investing: it’s a marathon, not a sprint
Fixed Income Portfolio Manager Konstantin Leidman explains his focus on the high-quality companies likely to outperform over the long term and why he is wary of the hype surrounding potentially bubble-inducing developments like generative AI.
Opportunities in high yield: ready, steady, pounce?
Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.
High yield: Opportunity to pivot in 2023?
Our high-yield bond portfolio managers have a guardedly optimistic outlook on the market and believe security selection will be key to benchmark-relative outperformance in 2023.
Preparing for both volatility and opportunity
Fixed Income Portfolio Manager Konstantin Leidman discusses the emergence of new opportunities within a still volatile European high-yield market.
How to find potential in volatile European high-yield markets?
Fixed Income Portfolio Manager Konstantin Leidman discusses why European high-yield investors need to be ready for both further volatility and the emergence of new opportunities.
High-yield bonds in 2023: Fortune favours the patient
Amid ongoing dislocation in the high-yield market, Fixed Income Portfolio Manager Konstantin Leidman sees opportunities for investors to take advantage of potentially attractive valuations.
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