He talks us through opportunities in sectors leveraged to the recovery, including construction, homebuilding and some consumer-related credit. But could a lack of liquidity be a cause for concern?
High-yield volatility nothing more than a healthy correction?
Andrew Lake, head of high yield at Mirabaud Asset Management, tells Gary Shepherd why he believes the current volatility in the asset class is nothing more than a “healthy correction”, and singles out the areas where he is finding value in the US.
