Debt Psychology Changed After Political Risk Repricing

Published on
December 19th, 2016
Duration
43 minutes

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19

Debt Psychology Changed After Political Risk Repricing

The Interview ·
Featuring Michael Schneider

Published on: December 19th, 2016 • Duration: 43 minutes

Michael Schneider’s depth of experience as a bond manager and his fascinating perspective on credit markets, leaves him perfectly placed to examine the recent change in sentiment, including the scale of re-risking in bond portfolios as well as the broad and imprecise nature of systemic risk. Looking at how to attack the sell off in bonds, Michael strategizes investing on the other side, as well as doing credit work when the relationship between debt and equity has changed.

Comments

Chapters

  1. 00:00:20
    Credit Markets
  2. 00:32:24
    US Dollar
  3. 00:39:14
    Australia

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