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.
