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Interview: Strong market momentum for financial bonds

The case for financial bonds is more compelling than ever. Having learned some lessons in the Great Financial Crisis of 2007-2008, banks and insurance companies have been tidying up their balance sheets. While new regulations such as Basel III require new types of bonds to be issued that offer attractive yields, increased supervision and regulation will substantially lower the risk of default.

We are convinced that the potential for spreads in the financial sector to contract is a long-term theme and has further to go in the next few years. Improving fundamentals and attractive spreads bode well for attractive returns.
Recorded Jul 14 2015 5 mins
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Jan Willem de Moor, Portfolio Manager Financial Institutions Bonds
Presentation preview: Interview: Strong market momentum for financial bonds

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  • Title: Interview: Strong market momentum for financial bonds
  • Live at: Jul 14 2015 9:10 am
  • Presented by: Jan Willem de Moor, Portfolio Manager Financial Institutions Bonds
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