In this engaging discussion, Per Wehrmann, Head of European high yield at DWS Investments GmBH, shares his expertise on the shifting landscapes of investor sentiment and market dynamics. He and Mahesh Bhimalingam analyze the recent downturn in high yield markets, driven by rising default concerns and trade tensions. The conversation highlights the cautious stance of investors, their increasing cash holdings, and the impact of central bank policies. They also explore which sectors are favored and the implications for future performance.
