Kames' Holmes: Why I'd rather own a McLaren than a Ferrari in a hard Brexit
The opportunities in sterling high yield ahead of a messy Brexit
Jack Holmes of Kames Capital
We are often asked if there are opportunities in sterling-denominated high yield bonds. As ever, the answer is nuanced and not black and white, writes Jack Holmes, co-manager of the Kames High Yield Global fund.
So, in the context of what looks to be an increasingly messy Brexit and sustained weakness in sterling (down 11% since the peak in April) we thought it worthwhile to explain our logic in some of our preferred...
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