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Video

Webinar: Attractive Opportunities in the Asia High Yield Market

Robin Forrest (Head of Corporate Debt) and Adrian Petreanu (Portfolio Manager) provide a detailed analysis of the High Yield market with a focus on China real estate and our view of what we can expect from here.

Since June the Asian High Yield market has been plagued by an unending string of bad news, particularly in the China Real Estate sector. As a result China real estate bonds have retraced to levels even lower than when the Covid pandemic started. For example China property B rated bonds have widened from an average spread of 1100 in February to 5000 in November.

We believe that those numbers are staggering and make a compelling case that this sell off presents a unique buying opportunity.

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