Alexis Renault

Global Head of High Yield at Oddo BHF with deep experience in European leveraged finance and high-yield markets; featured to discuss the BI 4Q25 High Yield Investor Survey and market outlook.

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Oct 14, 2025 • 47min

Credit Crunch: Investor Survey, France, Trade War and 4Q Outlook

Alexis Renault, Global Head of High Yield at Oddo BHF, brings his expertise in European leveraged finance to the discussion. He analyzes the results of the BI 4Q25 High Yield Investor Survey, delving into France's political gridlock and its impact on investments. Alexis expresses caution regarding Q4 returns, emphasizing risks from geopolitical tensions and earnings. He argues for a conservative portfolio approach, favoring defensive sectors like telecom and healthcare while underlining the appeal of single B ratings in today’s market.

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