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Our views 23 September 2025

Crunching credit podcast – September 2025

13 mins

In our latest Crunching credit podcast we look at the interesting company stories the team have uncovered across the global high yield market, including examples from the US high street and the mobile services sector.

We also analyse the gap between small and large issuers when it comes to defaults, and the extent to which spreads have been widening.

Stephen Tapley, Senior Fund Manager, discusses these points and more with Ewan McAlpine, Investment Director, as they look at some of the key themes impacting global credit markets.

Recorded: 17 September 2025
Duration: 13 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.