Crunching credit podcast – October 2025

In our latest Crunching credit podcast we look at the important company stories the team have been tracking across the global high yield market.

This month we discuss First Brands, the US auto parts supplier that has been making headlines, as well as Electronic Arts and its acquisition by a consortium including Saudia Arabia’s Public Investment Fund.

Stephen Tapley, Senior Fund Manager, discusses with Ewan McAlpine, Investment Director, the key issues these stories raise for investors and the potential role AI might play in the Electronic Arts takeover.

Recorded: 15 October 2025
Duration: 17 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.