Latest / Capital Ideas podcast
Finding durable value in high yield tech & financials
Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields, an often overlooked area. Sandro explains how he values companies in transition, and why terminal value and pricing power matter. He also explores the surge in AI-related issuance and the evolving role of private credit.
#CapGroupGlobal
This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.