U.S. High Yields 'Relatively Attractive,' Aviva Investors Says

The video discusses the impact of Brexit on UK high yield credit, highlighting the cautious approach due to economic uncertainty. It explores the positioning in the UK market, emphasizing defensive strategies. The discussion shifts to the US high yield market, noting its attractiveness amid moderated growth and dovish central bank policies. Finally, the video analyzes European high yield investments, considering ECB policies and FX hedging benefits.

How does the speaker view the potential impact of Brexit on certain industries?

What factors are causing caution in the UK credit market according to the text?

What is the speaker's perspective on the growth levels acceptable from a credit perspective?

What are the reasons mentioned for the attractiveness of US high yield credit?

What insights does the speaker provide regarding European high yield credit and its appeal?