"Real Yield Roundup": Next Week it’s the Fed & ECB in the Spotlight

The video discusses investment opportunities in Europe, focusing on high yield and sovereign debt. It highlights the economic recovery in countries like Italy, Greece, Spain, and Portugal, and the potential for periphery regions to trade like sovereigns. The discussion also covers the challenges and outlook for investments in the European market, emphasizing the need to approach these economies as credit functions.

What is the outlook for the spreads in European investments over the next five years?

Discuss the implications of the statement that the periphery has been trading like credit.