AJ Giannone, Chief Investment Officer at Allio Capital, delves into high yield and private credit opportunities, emphasizing their viability even in uncertain markets. He highlights the potential of actively managed ETFs like HYG and HYBB, while downplaying recession worries. Giannone discusses the recent accessibility of private credit to retail investors through ETFs and its diversification benefits. Additionally, he shares insights on macro signals influencing market strategies and the promising outlook for European equities.
