Episode
395. High yield bonds in a world of chaos
- Published
- May 7, 2026
- Duration seconds
- 1390
- Processing state
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- https://www.buzzsprout.com/1890790/episodes/19139688-395-high-yield-bonds-in-a-world-of-chaos.mp3
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Summary
With geopolitical tensions rising and inflation concerns returning, bond markets are facing another major test. Rhys Davies, manager of Invesco Bond Income Plus (BIPS), joins us to discuss why high yield bonds have remained surprisingly resilient, how spreads are behaving and whether markets are becoming too complacent about risk. The conversation also explores portfolio positioning in uncertain conditions, the importance of diversification and why shorter-duration bonds are helping manage vo...