Credit update – Andrzej Skiba

Andrzej Skiba joins us on the BlueBay Insights podcast to share his views on credit. We asked Andrzej: We saw a performance reversal during May with the US overtaking Europe – what drove this regional switch? What drove the three-week performance run and why did it end? Fallen angels remain topical – how are you investing here? Are you seeing any immediate cross-over opportunities post-Covid? Lower-rated securities have generally trailed the overall high-yield rebound, although we’ve recen...