Behdenna presented on “Strategies to protect capital and generate income” at the recent FSA Multi-Asset Masterclass in Bangkok.
In the video, he provides more detail on shorting fixed income, explains the type of corporate credit he is avoiding and talks about the biggest risks to his investment thesis in the next 8-12 months.
Conditions in the high yield market
Despite headwinds, ESG continues to perform
Turning environmental hopes into investment reality
How can a sustainable approach also ensure you don’t compromise performance?
Tap into Japan’s post-pandemic growth trends
The year of living dangerously for income investors
China bonds: plugging the yield gap
Step up your portfolio by doubling down on sectors set for long-term growth
Who’s afraid of higher interest rates?
The future of mobility
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Part of the Mark Allen Group.
