Crossover Trades: Best Ideas Across the IG/HY Divide
Date:Â December 4, 2023
Moderator: Eric Axon, CFA – Co-Head of High Yield, Head of Healthcare, ÂÒÂ׶ÌÊÓƵ
Panelists: James Dunn – Head of Consumer Goods & Leisure, ÂÒÂ׶ÌÊÓƵ
Chas Johnston, CFA – Head of Energy, ÂÒÂ׶ÌÊÓƵ
Roger King – Head of Airlines, ÂÒÂ׶ÌÊÓƵ
Wen Li, CFA – Head of Metals & Mining, ÂÒÂ׶ÌÊÓƵ
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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