Talking Heads - US high-yield bonds benefit from improved quality and demand

The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market should allow for additional cuts in the benchmark fed funds rate – overall, this is a favourable backdrop for US high-yield corporate bonds. Jack Stephenson, Investment Specialist for US High-Yield, tells Chief Market Strategist Daniel Morris that high-yield credit is perhaps not the cheapest now, but the quality of bond issuers has improved notably. For more insights, visit Viewpoint: Download the Viewpoint app:

You can listen to Talking Heads - US high-yield bonds benefit from improved quality and demand online on Radio and Podcast. Open the player on this page to stream the available audio.

Talking Heads - US high-yield bonds benefit from improved quality and demand is an episode from Investment Insights by BNP Paribas Asset Management.

This episode is 12:07 long.

This episode was published on Dec 16, 2025.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Investment Insights when more episodes are available from the podcast feed.