Crunching credit podcast – Resilient markets, rising confidence

Confidence was the defining feature of global high yield markets in June, as investors absorbed heavy issuance without meaningful spread widening. Strong demand, attractive yields and improving corporate balance sheets helped support a resilient backdrop despite ongoing macro uncertainty.

Regionally, Europe is benefiting from robust demand and easing refinancing risk, while in the US improving issuer fundamentals are reinforcing sentiment. Markets are increasingly driven by company-specific factors, highlighting the growing importance of active credit selection.

In our latest episode, Sebastien Poulin, Head of Leveraged Finance Research, and Ewan McAlpine, Investment Director, discuss what these dynamics could mean for investors navigating evolving credit markets.

Recorded: 9 July 2026
Duration: 9 mins

The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.