We discuss high yield market drivers and share insights for two significant European sectors – telecommunications and media.
In our piece, Head of European High Yield, Sid Chhabra, and European High Yield Portfolio Manager, Tim van der Weyden, offers their views on the market outlook for the asset class.
Senior corporate analyst, Jean-Yves Guibert also shares his insights on the European telecommunication and media sectors, given that both sectors represent a 15% weighting within the ICE BofA European Currency High Yield Constrained Index.
The team highlight:
- Macroeconomic, rates, credit and technical themes driving markets.
- Portfolio positioning, sector rotation, and total return opportunities.
- The outlook for the European telecoms sector.
- Expectations for the European media sector.
Please note that this piece was originally published in August 2024.