US High Yield: attractive yields, selective opportunities

14/10/2025 4 min Episodio 105
US High Yield: attractive yields, selective opportunities

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Episode Synopsis

US High Yield continues to perform well this quarter- but geopolitical volatility demands strategic positioning.In this edition of #TheWeeklyFix, Charlie Whinery, Portfolio Manager on RBC BlueBay’s US Fixed Income Team, breaks down Q3's strong performance and how his team is navigating current market dynamics.US HY delivered solid 2.4% returns in Q3 with robust $140B issuance, low leverage levels, and healthy interest coverage ratios well above historical norms. Geopolitical risks create uncertainty - Trump's tariff threats on Chinese goods sparked volatility, making front-end positioning a potential strategic advantage.