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US policy shift: Portfolio managers assess and adapt
A month after President Trump shocked markets with the ‘Liberation Day’ tariffs, Fidelity fund managers take stock of the impact and suggest how to adjust
Think like private equity: the pick-and-mix approach to leveraged finance
Think like private equity: the pick-and-mix approach to leveraged finance
Think like private equity: the pick-and- mix approach to leveraged finance
Think like private equity: the pick-and- mix approach to leveraged finance
Chart Room: Putting the high back into high yield
The era of ultra-low coupons in the European high yield bond market is coming to an end, but higher financing costs also means elevated risk for businesses
European high yield: The curious case of the defaults that didn’t happen
At the height of the March crash, defaults looked set to soar. The reality turned out to be very different.
Silver linings for European high yield despite coupon erosion
High yield investors are still getting compensated relative to other assets and low rates have allowed for easier refinancing and improved issuer liquidity.
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