All High Yield articles
-
White papersEuro credit: Investment potential amid global uncertainty
Credit markets entered 2026 on a solid footing, but the landscape has since shifted significantly. What began as a year of macro optimism was tested by two successive shocks: AI-driven disruptions to private credit, and latterly, the Middle East conflict which reignited stagflation fears. However, despite this backdrop, the asset class has demonstrated notable resilience.
-
White papersU.S. High Yield: Beyond the Maturity Wall
The maturity wall facing U.S. high yield bond issuers is sizeable. But given the market’s composition today, the wall appears less daunting for issuers—and, for investors, it’s helping shape potentially compelling opportunities.
-
White papersFive Timely Opportunities in Today’s High-Yield Market
As market conditions shift, opportunities stand out.
-
VideoUS High Yield Market Update – Performance, outlook, and portfolio positioning
In this quarterly update video, Jack Stephenson, US Fixed Income Investment Specialist, discusses what’s driving performance in US high yield right now, his current outlook for the asset class, and how the team are positioning portfolios for the months ahead.
-
White papersTalking Markets – Inflation, central bank policy and the changing shape of bond market
Inflation isn’t fading into the background, it’s redefining how investors think about fixed income.
-
White papersNavigating AI in Credit: How to Find the Winners in Tech
Welcome to this month’s edition of Where Credit is Due—a newsletter from Barings recognizing value across the people and portfolios shaping credit markets today.
-
White papersLooking Inside Today’s High Yield Market
High yield investors are navigating a more complex backdrop, but fundamentals remain resilient and income continues to look compelling. Markets have absorbed a steady stream of risk events, but the environment calls for discipline rather than complacency.
-
White papersLooking Inside Today’s High Yield Market
High yield investors are navigating a more complex backdrop, but fundamentals remain resilient and income continues to look compelling. Markets have absorbed a steady stream of risk events, but the environment calls for discipline rather than complacency.
-
White papersEM Corporate Debt vs EM Sovereign Debt: “Same same but different”
Many investors approach EM hard-currency debt primarily through sovereign bonds, often overlooking corporate credit. This bias reflects sovereigns’ greater liquidity, familiarity, and longer track record. Yet, while EM corporate credit has delivered comparable returns over time, it has historically produced a stronger risk-adjusted returns profile - making a compelling case for blending both asset classes in a well-diversified portfolio.
-
VideoEuro Credit Market Update - Shifting investor expectations
Watch Boutaina Deixonne discuss her outlook for the euro investment-grade and high-yield corporate bond market, and where she currently sees potential risks and opportunities.
-
White papersSeizing climate-related opportunities: Climate Change High Yield Credit, Annual Report 2025
Investor engagement plays a critical role, particularly with companies in high-carbon sectors.
-
White papersFive reasons to consider US short-duration high yield bonds
Amid the increasingly complex set of headwinds facing investors, a short duration high yield investment strategy can be designed with the aim of delivering a simple goal – generate stable, consistent income while minimising volatility and avoiding principal losses.
-
White papersFixed Income: A 360° View
Key insights and portfolio implications to stay ahead of the curve
-
White papersSDG Engagement High Yield Credit annual report, 2025
This year’s SDG Engagement High Yield Credit annual report offers a deep dive into the engagement undertaken throughout the course of the year, as well as providing crucial performance insights.
-
White papersNavigating CLO opportunities in a volatile loan market
Market volatility can be unsettling, but for the right investors, it can also signal opportunity. Nuveen’s Himani Trivedi breaks down how AI-driven sector disruption and Middle East geopolitical tensions are reshaping the leveraged loan landscape — and what that means for CLO BB debt and CLO equity today. If you’re looking to better understand where targeted spread widening may be creating attractive entry points, this is a conversation you don’t want to miss. Read the full paper to explore the analysis and see how Nuveen is thinking about positioning in this environment.
-
White papersAre high yield bonds the place to hide in levered credit?
High yield bonds combine improved credit quality with limited exposure to AI-driven disruption, setting them apart within levered credit.
-
VideoContingent capital; a strong case in today’s fixed income market
In this edition of Talking Markets Lloyd Harris, Head of Fixed Income at Premier Miton, discusses how stronger bank capital positions and post‑crisis regulation continue to reshape the contingent capital landscape. He shares why CoCos are increasingly compelling for income‑focused investors, offering a robustness that has held up well through recent market stresses.
-
WebinarWebinar replay: How global macro factors and geopolitical events are feeding through to debt markets
Lloyd Harris, Head of Fixed Income at Premier Miton, looks at the key forces shaping debt markets today, from global macro trends to geopolitical developments, and how these influences feed into the team’s strategic investment approach. He also outlines his outlook for the months ahead and highlights where he sees the most compelling opportunities across fixed income.
-
White papersLeveraged Finance Asset Allocation Insights: Markets Hit an AI Inflection Point.
The leveraged finance market is currently grappling with an “AI inflection point,” where the early promise of greater efficiency is giving way to a more uncertain outlook, with potential AI-related pressures on revenues and margins. This shift has introduced a sense of anxiety as investors increasingly scrutinize the actual cost of adoption on an issuer-by-issuer basis.
-
PodcastHigh-yield credit – A source of diversification and returns
Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook for high-yield corporate bonds as well as the diversification opportunities across sectors and industries and the improved quality the asset class offers.
