Bloomberg Surveillance · Thursday, July 9, 2026
JP Morgan Asset Management expresses a strong preference for high yield debt, citing an attractive all-in yield of seven percent. This view is supported by the influx of AI-related debt entering the market with backing from hyperscalers. The firm is also diversifying into the securitized space, believing the US consumer is in good shape, which offers a way to gain diversified carry with potentially less volatility.
“We love high yield real I think seven percent all in, particularly as this AI debt comes to market with the backing of the hyperscalers looks pretty attractive.”
“But we're not completely just focused on the corporate space. We're also diversifying into the securitized space. We think the US consumer's in pretty good shape, and that's a way of getting a more diversified carry in portfolios with arguably less volatility.”