Your feedback on video

A global credit strategy delivers

Oct 2 2012  Raymond Sagayam, co-head of Pictet Asset Management's Kosmos credit long-short fund, says a global strategy has allowed the fund more flexibility. It has recently reduced its weightings to Japan and China and favours Russia's uncorrelated offer. Beyond the macro view, however, Mr Sagayam says the fund places greatest emphasis on governance.  (4m 16sec)
  • Editor's Choice
  • Next in section
  • Latest
  • Most popular

Companies

Markets

World

Global Economy

Management

Personal Finance

Life & Arts