High Yield 2Q Investor Survey, Views Amid Tariffs: Credit Crunch
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High Yield 2Q Investor Survey, Views Amid Tariffs: Credit Crunch
High Yield 2Q Investor Survey, Views Amid Tariffs Credit Crunch Arrow Right
36:37
High yield had good first quarter gains with default rates low but cracks started developing in March even before Liberation day which led to a substantial rout with spreads selling off at record speeds. Will 2Q be a huge loss or will there be a turnaround and why? Mahesh Bhimalingam, Bloomberg Intelligence's Global Head of Credit Strategy, discusses the results of the BI 2Q25 High Yield Investor Survey, along with the market outlook, with Per Wehrmann, Head of European high yield at DWS Investments GmBH. The podcast covers investor positioning, sentiment, key return drivers, default and supply forecasts and relative-value across asset class (high grade vs. junk), geography (Europe vs. US), ratings and sector. Credit Crunch is part of BI's FICC Focus series. Listen on Apple Podcasts and Spotify. Apple: https://podcasts.apple.com/gb/podcast/ficc-focus/id1589459799 Spotify: https://open.spotify.com/show/00X0l59Bw9RMRMyKdsLk0H?si=1a91eb80735c496e
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