High Yield: Tariffs, Tensions & Tactical Shifts

Head of Global High Yield, Scott Roth joins the Streaming Income podcast to discuss how tariffs and quickly shifting macro-economic and political dynamics are impacting corporate fundamentals and the backdrop for high yield bonds and broadly syndicated loans today.

Episode Segments:

01:55 – Scott’s role at Barings and the HY platform at Barings

03:01 – How the “Sell America” trade is impacting high yield markets

08:18 – The trillion-dollar question: When will the U.S. deficit start to bite?

10:06 – How the macro economy is impacting corporate fundamentals

15:58 – Are investors being fairly compensated for the risk they’re taking today?

20:15 – A look at the market techicals that are driving short-term price action

24:01 – Tangible impacts of ‘the blurring lines’ between public & private credit

28:42 – Managing a long-term allocation to below investment-grade credit

IMPORTANT INFORMATION

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