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Where Europe's institutional allocators read the high yield story
Topic outlines and commercial opportunities to deliver your message
in IPE’s July/August issue

High yield – the past 12 months on IPE

Over the past year, IPE has framed high yield as a maturing, increasingly core allocation for European institutional investors. Coverage has highlighted the asset class's resilience through tariff-driven volatility, its improving credit quality as BB issuers come to dominate, and a maturity wall far smaller than feared. Recurring themes include the rotation out of US assets toward Europe, the blurring line between public and private credit, and the renewed importance of active selection amid idiosyncratic defaults. With these threads still developing, the 2026 report is shaping up to be a timely one.

Suggested angles for your sponsored commentary:

Why Europe, Why Now — The case for European high yield as the rotation out of US assets continues: tighter spreads, the ECB cutting cycle, and German-led fiscal easing reshaping relative value.A Higher-Quality Asset Class — How two decades of a rising BB share have changed the risk/return profile, and why legacy perceptions of high yield as purely speculative no longer hold.Dismantling the Maturity Wall — Refinancing data, why the feared 2025–26 glut never materialised, and a grounded default outlook into 2027.The Corporate Credit Continuum — Investing flexibly across public high yield, syndicated loans and private credit, and rotating to relative value as opportunities shift in real time.Selection Is Everything — Managing a bifurcated market where roughly 80% of issuers are healthy and the rest aren't; where active managers earn their fee.The Rise of LMEs — Liability management exercises, creditor-on-creditor risk, and how to protect portfolios when not all creditors are treated equally.High Yield for Cashflow-Driven Investing — Short duration as a tool for DB run-off and decumulation, including using coupons and maturities to fund private market capital calls.High Yield in the DC Default — Its role for members approaching retirement, and short-dated credit as a credible alternative to cash and sovereigns.Geared but Diversified — Using high yield within risk-budgeting and levered strategies to lift return potential without sacrificing diversification.Lessons from the Defaults — What Altice, Thames Water and sector concentration teach about underwriting discipline, idiosyncratic risk and portfolio construction.
Next steps

Create your own topic or be inspired by one of the above ideas! Your organisations branded sponsored commentary puts your thinking directly in front of the decision-makers and influencers who shape capital allocation at Europe's institutional investors. Leverage IPE’s best-in-class reach next to relevant IPE content.

Please contact me to discuss options, ideas and rates.

Best regards,
Dan  
Dan Brill
Commercial Director, IPE
+44 7788 216889
dan.brill@ipe.com

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