In this video, Insight Investment senior portfolio manager Damien Hill discusses why he thinks active management is vital to capturing opportunities in shifting credit markets.
Key points:
- Hill argues multi-sector credit investing requires dynamic asset allocation to navigate fixed income volatility, potentially enhancing returns while managing risk.
- Successful managers adjust allocations proactively to reduce directional risks.
- Company-level bond selection amid market dispersion offers opportunities to exploit mispricings, especially during periods of sector-specific stress or geopolitical impacts.
