Video update from John Stover, Portfolio Manager of the Tribeca Vanda Asia Credit Strategy in which he discusses the following topics:
– How he has managed to navigate the volatility in bond markets over the last several months including significantly outperforming in April during the worst month on record for global bond markets.
– His current market outlook and sectors he is finding most attractive: Indian Renewables; Natural Resources; Indonesian Property; and Asian Technology.
– His views on company fundamentals across the Asian region.
– The attractiveness of Asian credit markets in a rising rate environment.