In a recent article for The Inside Adviser, Laurence Parker-Brown explores how Asian listed credit can play a role within diversified fixed income portfolios, particularly as financial advisers reassess traditional income strategies in a higher-for-longer interest rate environment.
The article features insights from John Stover of Tribeca Asia Credit Fund, who discusses how the Asia credit strategy focuses on balance sheet quality, diversification across investment-grade and high-yield bonds, and maintaining portfolio liquidity, rather than pursuing yield through distressed or lower-quality credit. This disciplined approach aims to capture income opportunities while managing downside risk and volatility.
The piece also examines why selected Asian credit markets may offer different risk and return characteristics compared with US and European credit, and how listed fixed income instruments can provide advisers with greater flexibility when constructing resilient, income-oriented portfolios.
This article is relevant for advisers and investors considering how to balance income generation, capital preservation and liquidity in today’s evolving fixed income landscape.