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Crossover Trades: Best Ideas Across the IG/HY Divide

Date:聽December 4, 2023
Moderator: Eric Axon, CFA – Co-Head of High Yield, Head of Healthcare, 草莓流氓视频
Panelists: James Dunn – Head of Consumer Goods & Leisure, 草莓流氓视频
Chas Johnston, CFA – Head of Energy, 草莓流氓视频
Roger King – Head of Airlines, 草莓流氓视频
Wen Li, CFA – Head of Metals & Mining, 草莓流氓视频

Summary:

  • We detail our best trade ideas across the IG/HY crossover space, with key contributions from Energy, Leisure, Consumer, Airlines, and Metals & Mining.
  • Trade topics include rising star candidates, best ideas in core HY, and cuspy BBBs where downgrades can be avoided.

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