
BlueBay's Farley on zagging while the credit market zigs
The NAVigator · Active Investment Company Alliance
May 26, 202310m 48s
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Show Notes
Duncan Farley, portfolio manager at BlueBay Asset Management -- which runs the BlueBay Destra International Event-Driven Credit Fund -- discusses how his fund produced a 20-plus percent gain during one of the worst years ever for the bond market, and how the fund can avoid regression to the mean thanks to market conditions -- buoyed by the changing interest rate environment -- that if properly managed have the potential to keep delivering double-digit returns.