Tim Leary joins us on the BlueBay Insights podcast to discuss how energy underweights and bondholder engagement impact high yield investing.
We asked Tim:
- Can high yield ESG strategies continue to perform in a prolonged commodity rally?
- Does running a high yield ESG strategy mean you completely exclude oil producers?
- Other high yield ESG managers often run energy overweights, whereas you’re underweight the sector – can you talk us through this positioning?
- Bondholder engagement is gaining momentum within the industry – what gives high yield investors a slightly more powerful voice in this space compared to say, investment grade creditors?
- Can you share with us a recent example of engagement action and any positive outcomes?
