High Yield: Navigating COVID-19

March 2020 – 30 min listen
Barings’ Martin Horne puts the recent volatility in high yield markets into context and describes how the Barings team is both managing risks and finding value opportunities through the crisis.

Episode Segments

2:37 – How COVID-19 has impacted high yield markets 
6:23 – Comparing this crisis to the GFC and other periods of extreme volatility
11:15 – Which sectors look better or worse positioned
18:22 – Factors to watch to gauge the length and severity of the crisis
22:08 – Where value opportunities are emerging across the high yield spectrum
26:02 – Lessons learned from past crises

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