Clark Nicholls

In this discussion, Clark Nicholls, CIO of Aucit Investment Management, shares insights into the European high yield market. He highlights current trends, including tightening spreads, and emphasizes the importance of risk management strategies. Nicholls delves into the potential of both high-rated credits and riskier CCCs for savvy investors. Additionally, he discusses the value analysis of key sectors, suggesting contrarian investment strategies that could yield significant returns despite market volatility.