Expect a Good Run in High-Yield, Says Aviva Investors

The video discusses the trends in market supply, highlighting a significant increase in US high yield supply in August. It explores investment strategies, emphasizing the importance of fixed income and risk management amid economic uncertainty. The analysis covers various sectors, suggesting a focus on non-cyclical areas like tech and healthcare. The impact of economic recovery on credit markets is examined, considering potential unemployment peaks and defaults.

What sectors are considered more favorable for investment based on the text?

How do macroeconomic signals affect investment strategies according to the discussion?

What are the key differences between high yield and investment grade markets as described in the text?