Opportunities in global high-yield – Peter Khan

Описание: Last month's sharp sell-off on Wall Street has investors rushing to safer assets like treasuries, pushing yields lower. Even so, credit fundamentals remain solid, with tighter spreads and strong demand for yield. At the same time, today's guest notes that we’re also seeing growing dispersion and some early signs of stress in parts of the loan market. So what’s really driving this push-and-pull in credit right now? And where should investors be looking if conditions become more volatile? Joining this episode to break it all down is fixed income portfolio manager, Peter Khan.

Recorded on November 14, 2025.

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