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Marco Salkovaci

Senior High Yield Fund Manager at Union Investments, providing insights on the high yield market and investor survey results.

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Feb 7, 2025 • 34min

High Yield 1Q Investor Survey, Europe vs. US Views: Credit Crunch

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.