Video | Denis Cole, Director of Credit, Head of Portfolio Specialist Group, PGIM
In this exclusive interview, Denis discusses multi-sector credit, including how and when best to allocate to a multi-sector credit mandate, appropriate benchmarks to use and what asset owners should look for in a manager when they are assessing their aptitude for a multi-sector credit mandate. He also shares his perspectives on subsectors of credit markets where he sees attractive relative value.
Watch the full interview which covers:
00:24 - When should an investor choose a broad multi-sector credit mandate versus allocating on a single sector basis?
02:53 - Are there structural opportunities in a multi-sector credit mandate or is the benefit in rotating sectors based on relative value?
05:10 - What are the skills an asset owner should look for in a manager when assessing its aptitude for a multi-sector credit mandate?
07:00 - What is a good benchmark for a multi sector credit mandate / portfolio?
07:50 - Are there particular subsectors of credit that stand out in terms of great relative value?
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