Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
The Insight by Oaktree Capital
Performance of High Yield Bonds in a Volatile Interest Rate Environment
This chapter discusses the performance of high yield bonds in a volatile interest rate environment, highlighting their outperformance of treasury securities and the reasons behind this performance. It also explores the potential impact of a higher for longer interest rate environment on companies' balance sheets and the importance of good credit selection. Additionally, it touches upon liquidity issues faced by companies and the benefits of dynamic asset allocation in a volatile market.
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