U.S. High Yields 'Relatively Attractive,' Aviva Investors Says

The video discusses the impact of Brexit on UK high yield credit, highlighting the cautious approach due to economic uncertainty. It explores the positioning in the UK market, emphasizing defensive strategies. The discussion shifts to the US high yield market, noting its attractiveness amid moderated growth and dovish central bank policies. Finally, the video analyzes European high yield investments, considering ECB policies and FX hedging benefits.

Which sectors are expected to be most negatively impacted by Brexit according to the discussion?

• Traveling, Tourism, Retail, Automotive, and Challenger Banks

• Technology and Healthcare

• Real Estate and Construction

• Energy and Utilities

What is the general sentiment towards the UK credit market amidst Brexit uncertainties?

• Optimistic and aggressive

• Cautious and defensive

• Pessimistic and retreating

• Indifferent and neutral

How does the central bank's dovish policy affect the credit market?

• It creates uncertainty and volatility

• It provides confidence and stability

• It leads to higher interest rates

• It discourages investment

What is the expected yield on European high yield investments?

• 3.5%

• 4.5%

• 2.5%

• 1.5%

What factor makes European high yield investments attractive to US investors?

• FX hedging benefits

• Higher interest rates

• Government incentives

• Lower risk