In our European High Yield Investment Book 2016, we provide an overview of the performance of companies under our coverage in 2015 as well as our expectations for the year ahead. In addition, we include Lucror’s macro view for the year ahead and a guest commentary from XAIA Investment’s Managing Director, Dr. Jochen Felsenheimer.
Specifically, we present our top investment ideas and themes for 2016, and for each of the over 100 High Yield issuers included in this 140 page report we analyse:
i) Company performance and trends observed in 2015.
ii) Our expectations and anticipated key drivers for 2016.
iii) Our trade recommendation for the issuer.
iv) Financials and debt maturity profile.
Note: Due to the size of the publication, please allow some time for the document to open.