DiscoverThe Weekly FixUS High Yield: attractive yields, selective opportunities
US High Yield: attractive yields, selective opportunities

US High Yield: attractive yields, selective opportunities

Update: 2025-10-14
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US High Yield continues to perform well this quarter- but geopolitical volatility demands strategic positioning.

In this edition of #TheWeeklyFix, Charlie Whinery, Portfolio Manager on RBC BlueBay’s US Fixed Income Team, breaks down Q3's strong performance and how his team is navigating current market dynamics.

  • US HY delivered solid 2.4% returns in Q3 with robust $140B issuance, low leverage levels, and healthy interest coverage ratios well above historical norms.
  • Geopolitical risks create uncertainty - Trump's tariff threats on Chinese goods sparked volatility, making front-end positioning a potential strategic advantage.

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US High Yield: attractive yields, selective opportunities

US High Yield: attractive yields, selective opportunities