Finding durable value in high yield tech & financials

Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields , an often overlooked area. Sandro explains how he values companies in transition, and why terminal value and pricing power matter. He also explores the surge in AI-related issuance and the evolving role of private credit. This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. For our latest insights, practice management ideas and more,

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Finding durable value in high yield tech & financials is an episode from Capital Ideas Investing Podcast by Capital Group.

This episode is 20:08 long.

This episode was published on Feb 4, 2026.

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