Should investors aim high in 2020?

Presented by

Tom Ross & Seth Meyer

About this talk

2019 has seen policy easing by central banks amplify the search for yield amid an unclear global economic backdrop. In this presentation, Seth Meyer and Tom Ross, credit portfolio managers at Janus Henderson Investors, take stock of market conditions and the economic outlook to consider the prospects for high yield bonds in 2020. Areas covered include: •Market dynamics within different regions and why global high yield is expected to remain in demand. •The catalysts that could drive a widening or tightening of spreads, with US politics set to play a starring role. •Whether quality will continue to outperform or will a trough in the cycle see fresh appetite for lower-rated bonds.

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