Investors are back at their desks and volatility has returned with them. How can they navigate an environment characterized by rising rates and decades-high inflation? Scott Roth and Adrienne Butler answer this question and more in the latest episode of Streaming Income.
Episode Segments:
(01:10) - What's been surprising about the recent bout of volatility
(03:32) - What the biggest challenge in managing HY portfolios has been this year
(06:10) - How inflation in impacting high yield issuers
(08:10) - How rising rates are changing the CLO and loan landscape
(13:36) - The dynamics shaping today's high yield bond market
(17:09) - How the higher quality of today's HY market factors in
(19:30) - Finding opportunities in less obvious places
(27:49) - The biggest risks on the horizon
(32:03) - What to consider when managing a long-term high yield allocation
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