Alternative Credit
Economic uncertainty and tight spreads are driving allocators toward portfolio diversification. Niche credit sectors offer attractive entry points for differentiated returns and resilience.
In this series of highlight interviews, we cover key themes including:
- Opportunities across securitised credit & CLOs
- The role of hybrid capital in diversified portfolios
- Balancing risk, return and resilience in a tighter-spread environment
UBP’s Thibault Colle sets out:
- The Macro environment for Alternative Credit
- UBP’s views on the best risk-adjusted return opportunities across broad bond markets
- UBP’s approach to portfolio construction in multi-asset credit Strategic Income portfolios
Titan Wealth’s Peter Doherty sets out:
- Explaining Hybrid Capital
- How the market has expanded to include US issuance
- Titan Wealth’s leadership and tenure in Hybrid Capital portfolio construction
With big thanks to our panelists:
Henry Wix-Pollard – Titan SquareMile
Rickey Thevakurunnai – bfinance
Richard Philbin – Hawksmoor
Phil Wellington – Portfolio Metrix
Michael Grayston – Canaccord