Partner Insight: High yield fundamentals

Elevated yields and rising coupons look attractive, but credit spreads are relatively tight. This environment warrants both caution and optimism.

clock • 1 min read

Elevated yields and rising coupons look attractive, but credit spreads are relatively tight. This environment warrants both caution and optimism. Thomas Hanson, Head of Europe High Yield at Aegon Asset Management, discusses what we should expect in 2024 for this market.

He also touches on how high yield companies are holding up in the current environment and what he thinks will be the key performance drivers for the rest of the year.

Recorded March 2024. 

 

For Professional Clients only and not to be distributed to or relied upon by retail clients.

The principal risk of this service is the loss of capital. Please note that other risks will be present.

Opinions and/or example trades/securities represent our understanding of markets both current and historical and are used to promote Aegon Asset Management's investment management capabilities: they are not investment recommendations, research or advice. Sources used are deemed reliable by Aegon Asset Management at the time of writing. Please note that this marketing is not prepared in accordance with legal requirements designed to promote the independence of investment research, and is not subject to any prohibition on dealing by Aegon Asset Management or its employees ahead of its publication.

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