Brookfield Public Securities Group LLC

09/09/2025 | Press release | Distributed by Public on 09/09/2025 08:42

U.S. High-Yield Market Observations: Valuations, Real Asset Sectors and the AI Build-Out

Key Takeaways:

  • High-yield credit spreads are expensive relative to historical standards, highlighting the need for an active management approach.
  • We maintain a preference for "up in quality" positioning within BBB and BB segments. In general, we believe securities in the lower B and CCC segments do not offer adequate compensation for credit risk.
  • In our view, the increase in power demand from AI applications has the potential to provide significant benefits to the utilities and midstream high-yield sectors.

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Brookfield Public Securities Group LLC published this content on September 09, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on September 09, 2025 at 14:42 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]