We are excited to share with you this latest Porter & Co. Open Forum – a regular feature to allow readers to hear analysts from all our research advisories share ideas about markets and their portfolios. Below, we bring you a discussion between Distressed Investing editor Marty Fridson and editorial director Kim Iskyan.
In this “ask me anything” format, Marty answers questions on a range of topics, including the current status of the high-yield world, his two favorite positions in the portfolio today, and how Fed rate cuts are playing out in the distressed-bond market.
Marty begins the conversation by explaining the current environment of the bond yield in general and the distressed bonds in particular.