Posted inForum Q&A

Video interview: Jupiter AM on high yield

Katharine Dryer, head of investments for fixed interest and multi-asset, summarises her views on high yield at FSA's Bangkok Investment Forum.

Dryer, who spoke to FSA on the sidelines of the forum, believes that fundamentals are becoming more challenging and default rates are likely to rise. “You have to be 100% confident you are doing your security selection as best as you possibly can.”

She also believes further monetary easing in Australia and New Zealand is likely, which is a plus for longer maturity bonds.

 

For photo highlights from FSA’s Bangkok Forum, click here.

Part of the Mark Allen Group.