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Complementary approach

29 March 2017

In these videos, Sandro Näf of Capital Four and Sheldon Stone of Oaktree Capital discuss the outlook for high yield bond investors.

In October 2016, the St. James’s Place Investment Committee introduced a new blended-manager solution for the International Corporate Bond fund. The team at Oaktree Capital Management, based in Los Angeles and led by Sheldon Stone, are responsible for the US senior secured bond portfolio. The European bond portfolio is managed by Sandro Näf of Capital Four, based in Copenhagen. As well as sharing their outlook for bond markets, in these videos both managers discuss the economic factors that will drive returns in 2017 and some of the sectors where they’re finding new investment opportunities.

 

 

 

The opinions expressed are those of Oaktree Capital and Capital Four Management, and are subject to change at any time due to changes in market or economic conditions. This material is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any strategy. The views are not necessarily shared by other investment managers or by St. James’s Place Wealth Management.

Please be aware that past performance is not indicative of future performance. The value of an investment with St. James’s Place may fall as well as rise. You may get back less than you invested. Returns on equities cannot be guaranteed.

Some of the products and investment structures documented within this article will not be available to our clients in Asia. For information on the funds that are available please get in touch.

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