“Actually, the Asian Pacific sovereign bond market is larger than the US, which is something that surprises a lot of people. The corporate bond market is about 30% of the size of the US. The market and GDP is growing more rapidly in Asia, and the corporate bond market...
Listen to Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, speak on a Uranium panel discussion at Red Cloud's Pre-PDAC 2024 to understand the difference between spot and term prices, reporting issues, supply vs demand, 2005 vs 2023 market.
While share buybacks might be a focus for some investors, John Stover, Portfolio Manager of Tribeca Asia Credit Strategy, points to bond buybacks as a big opportunity. You’d be hard-pressed to find an Australian investor unaware of the power of a share buyback,...
“The yields on offer in Asia are higher than what you see in other regions, just by virtue of having that emerging market label,” says John Stover, Portfolio Manager of Tribeca Asia Credit Strategy. Asian credit may seem like a niche investment space for Australian...