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Welcome to another episode of the InsuranceAUM.com podcast with your host, Stewart Foley, CFA. In this insightful discussion, we dive into the world of high-yield bonds and their role as a liquid complement to alternatives portfolios.
Our guests, Tim Leary, Senior Portfolio Manager at BlueBay, RBC, and Stephen Fitzsimmons, Institutional Portfolio Manager at RBC, share their expertise and experiences as they provide an in-depth analysis of the current state of high-yield bonds, touching on key metrics like OAS, spreads, and yields, and explain why they feel this asset class in is strong in today's market.