In this instalment of Credit Pulse we focus on the high-yield credit environment and how we integrate ESG throughout this asset class. Specifically, we discuss:
- How markets are under-pricing private company credit risk
- The record lows in recovery values of defaults seen in this cycle
- Recent ESG trends, specifically looking at Brazilian paper company Suzano’s long 10-year sustainability-linked bond
- The collaboration with our in-house stewardship services, EOS, and how we have driven change while engaging with companies such as Petrobras, Cemex, Banorte and BHP
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