Sullivan presented at the FSA Investment Forum in Bangkok on March 21 on the theme of “Exploring significant yield and income opportunities”.
In this short video he answers questions about risk to emerging market debt and high yield if the rate cycle accelerates. He also names sectors where he’s over- and underweight and explains how regulations are supporting CoCo bonds.
Ninety One: Finding opportunities in times of change
An investment opportunity for the coming decades: the environment
Accessing India’s tech future
M&G Episode Macro shines after tough year
Conditions in the high yield market
Investors turn to real estate for alternative income
Smartphones on wheels
Dynamism is the name of the game for this global macro strategy
Tap into Japan’s post-pandemic growth trends
Nuveen broadens income sources via private capital and real assets
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
Part of the Mark Allen Group.
