“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 investors but the market size has grown 500% and is a large, deep market, ripe for alpha generation. John Stover points to benefits like higher yields and lower default rates. In this episode of The Pitch with Livewire, Stover discusses the key headwinds and tailwinds for Asian credit, how he invests, and what he believes the market is missing.
Read the Livewire Markets article here: Tribeca: The investment space that has grown 500% and is ripe for alpha generation