Our Chief Investment Officer, Vassilis Papaioannou, appeared on CNBC’s CNBC Squawk Box Europe today, discussing global markets.
In conversation with the show’s anchors, Stephen Sedgwick, Geoff Cutmore and Karen Tso, Vassilis pointed out that carry collection in credit remains the key theme. He also underlined the fact that it is currently more difficult to identify opportunities in the emerging markets – especially in their local currencies. However a combination of a good carry collection and a modest equity upside in a portfolio is a good mix.
Click here to watch some highlights of Vassilis’ appearance.