Robert Dafforn

Robert Dafforn, Chief Investment Officer at Polus Capital Management, discusses the looming threats in the credit markets. He warns that tariffs are pushing more companies toward default. He describes the current situation as 'foothills before the mountain,’ anticipating increased delinquencies amid high interest rates. Dafforn highlights specific sectors ripe with trouble, including chemicals and consumer goods, and suggests that distressed debt could offer 'equity-like returns' for savvy investors navigating this complex landscape.