Marco Salkovaci

Marco Salkovaci, a Senior High Yield Fund Manager at Union Investments, dives deep into the high yield market trends, revealing that default rates in Europe are at a low 2.5% and just 1.1% in the US. He discusses mixed investor sentiment for 2024, influenced by economic uncertainties and interest rates. They explore the evolving landscape of corporate bond supply, highlighting a preference for high-yield assets. The conversation also touches on liquidity strategies and the potential impacts of Germany's upcoming elections on investment trends.