In our webinar, portfolio managers Reinout Schapers and Roeland Moraal explain the opportunities in their respective Global Credit and High Yield funds. They outline how rigorous fundamental research and a contrarian and quality-tilted investment approach identifies the best relative value opportunities across the rating spectrum. They provide insights into why sustainability across all angles, such as ESG, climate and the SDGs, is instrumental to making better-informed decisions and selecting best companies from a long-term perspective.
During this webinar they covered:
Why the integration of many different aspects of sustainability is so important
How corporate bonds historically provide diversification and reduce portfolio volatility
The benefits of tilting towards higher-quality issuers and exploiting market inefficiencies