James Turner

James Turner, co-head of European Fundamental Fixed Income at BlackRock, shares insights from his extensive background in leveraged finance and CLO strategies. He emphasizes that collateralized loan obligations present one of the best relative value picks in the credit markets. The discussion explores sector opportunities in autos, healthcare, and chemicals, along with the outlook for defaults and recoveries in leveraged finance. Turner also highlights the importance of nimble credit strategies and the impact of rising defense spending on market dynamics.