US high yield: Selective opportunities in a bifurcated economy
By Jack Stephenson, US Fixed Income Investment Specialist The last few months have not been straightforward for fixed income markets.…
18/08/26
Articles from Jack Stephenson
Article
Audio
US high yield: Resilience against interest rate and spread volatility
The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior…
26/06/26
Video
US 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…
11/05/26
Article
US high-yield: Embracing credit divergence, unlocking opportunities
The US high-yield bond market has moved up in quality. We believe healthy fundamental and technical factors in 2026 will…
16/02/26
Video
What’s the outlook for US high-yield bonds?
Growth forecasts for 2026 are generally being revised up for US companies as the benefits of deregulation and fiscal measures…
06/02/26
Audio
US high-yield bonds benefit from improved quality and demand
The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much…
16/12/25