Tim Leary and Jeff Cramer join the BlueBay Insights podcast to discuss the impact of inflation on industrials and the power sector and how it’s influencing high yield and leveraged finance strategies.

We ask:

1. Tim, with interest rates rising, inflation is a hot topic for investors. Can you give us a quick summary on the inflation situation and what it means for high yield?
2. Jeff, one of your specialist focus areas is industrials. Could you give us an overview of how inflation is affecting the sector?
3. What’s causing that inflation specifically?
4. Have ESG considerations had any pricing impacts across the power sector, in addition to inflation pressures?
5. When do you expect inflation to subside within the industrial or utilities sectors?
6. To close, let’s consider positioning. Tim, how are the dynamics within the utilities sector influencing your current portfolio positioning?