Where does one find value in a world of compressed risk premiums across the credit universe? This generally requires looking at sectors and regions that are currently out of favour with investors.
As the future is uncertain, we tend to allocate capital to regions or sectors of the market that offer value under different economic and credit paths, not just one point estimate. One sector that...
More launches planned for 2019
Assessing the impact of the vote
Annual Mansion House speech
Knockout contest by measuring each country's growth forecast
Added to MSCI Emerging Markets index