At this year’s Future Facing Commodities Conference, John Stover, Portfolio Manager of the Tribeca Asia Credit Fund, made the case for a strategic reallocation to Asia credit. Against a backdrop of persistent geopolitical shifts, elevated developed market debt levels, and a return of capital to Asia post-COVID, the region is increasingly attracting the attention of institutional allocators.
In this interview, John highlights key factors contributing to Asia’s appeal:
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Asia ex-China’s relative yield advantage over U.S. and European credit
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The resurgence of capital inflows into Asia amid global diversification
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Lower historical default rates in many Asian credit markets
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Why underweight positions in Asia may no longer be tenable for global allocators
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Idiosyncratic opportunities emerging from dispersion across issuers and countries
With Asian credit markets still under-owned and inefficient relative to their global peers, John shares why Tribeca sees a compelling risk-adjusted return profile across the region’s liquid credit landscape.
Watch the full conversation for timely insights into portfolio positioning and why now may be the moment to rethink global credit allocations.