high yield

Aegon AM’s Head of Europe High Yield considers the tactical and structural case for the asset class at a time when the ‘high’ part of ‘high yield’ is finally living up to its name.

Strong demand for Euro-denominated assets

It's not that simple

Equity allocation to rise

Borrowing starting to bite

A macro environment like no other

We should prioritise ESG firms

End of 146 month cycle

Marked decrease from March

Default rate depends on Evergrande and Sri Lanka