Views & Interviews
Views on portfolio allocation and interviews with wealth and asset managers
Views & Interviews Spotlight
Asset Class in Focus 23, Apr 18
Spotting defaults in HY portfolios
Defaults normally take a couple of years after the first warning signs and therefore can usually be predicted, said Vivek Bommi, European high yield and global high yield manager for Neuberger Berman. He explains some of the red flags and his approach to risk.
Fidelity HY manager eyes China property bonds
Industry consolidation in China’s property development market has made the separation between winners and losers more clear and improved valuations in the sector, said Bryan Collins, lead manager of Fidelity Asian High Yield Fund.