Mike Kirkpatrick, Managing Director and Senior Portfolio Manager, joined Virtus Chief Market Strategist Joe Terranova for an insightful discussion about active management in the high yield market.
Highlights include:
- A review of the fundamentals, valuations, and technicals impacting the space
- A discussion about the expected acceleration of defaults and why active managers may be able to more adroitly navigate the risks
- An explanation of “fallen angels,” and why Seix considers them an important investment opportunity
September 2020