Proceed with caution – now is the time to be selective in high yield


Thursday, 3 March 2022
2pm GMT | 3pm CET |
9am EST

There is no textbook answer for how markets will react to an evolving backdrop of inflationary pressures, rate hikes, and diminishing liquidity. The early months of 2022 have already brought some abrupt market moves, but it is worth remembering that the travelling companion of volatility is opportunity. In this webcast, Tom Ross and Seth Meyer, co-managers of high yield strategies at Janus Henderson Investors, explore the environment for high yield and how being selective can benefit investors in periods of uncertainty.

Key topics covered include:

  • Macro scene – what does the mix of inflation and tighter policy mean for high yield?
  • Corporate health – are relatively strong corporate fundamentals being overlooked?
  • Selectivity in volatility – identifying opportunities from spread movements and credit upgrades.

Marketing Communication. For professional and qualified investors. Not for onward distribution. Only for use outside of the US or with US financial professionals servicing non-US persons.

Please note the webcast will be for 30 minutes plus 15 minutes Q&A at the end.

Webcast Presenter:


Tom Ross, CFA

Corporate Credit Portfolio Manager

Seth Meyer, CFA

Portfolio Manager

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