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...
Leader of People's Party
Listing two global equities strategies
Aims to encourage competition in industry
Markets went into freefall
Issued 50,000 new shares