|2023/02/02 / Erste Group Research|
EUR Corporate High Yield: 2023 dürfte ein besseres Jahr werden
Das Jahr 2023 begann mit einer Jänner-Performance von +3,2% für den High Yield-Bereich positiv. Die Spreads befinden sich seit Oktober 2022 in einem dynamischen Abwärtstrend. Sollte sich die Stimmung im Laufe des Jahres weiter aufhellen, dürften die Risikoaufschläge stabil bleiben oder leicht zurückgehen. Die Performance sollte sich entsprechend verbessern. Innerhalb des HY-Bereichs halten wir weiterhin vor allem die BB-Kategorie für attraktiv. Zyklische Sektoren wie Reise und Freizeit sowie Konsumgüter sollten von einer weiteren Markterholung profitieren.
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|Author||Erste Group Research|
|Product name||Credit News DE|
|Topic in focus||Credits/ Corporate bonds|
|Economy in focus||Eurozone|
|Currency in focus||Euro|
|Sector in focus||-|
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