Michalis Ditsas Michalis Ditsas

26 years of experience
Investment Specialist

The 2020 yield hunting season has begun

In this focus piece we take a closer look at the fundamental, technical and valuation characteristics of global credit markets and their potential [...]

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The US Federal Reserve (Fed) has signalled a number of rate cuts in the short term, and the European Central Bank (ECB) is indicating it will use e [...]

Catch me if you can

In this focus piece we are having a closer look at the fundamental, technical and valuation characteristics of global credit markets, their potenti [...]

The wonderful benefits of High Yield in a rising rate environment

The High Yield asset class introduces a number of positive characteristics to portfolios in a rising rate environment, namely low correlation to tr [...]

European Banks and the search for value

European banks remain one of our highest conviction sectors within credit as a number of developments in monetary policy, banking fundamentals and [...]

Navigating uncertain times through high conviction, diversified investing

The early months of 2018 have been challenging for investors across asset classes. Stretched equity valuations exacerbated declines in global stock [...]

10 reasons for a weak dollar in 2018

The US dollar, traditionally a safe haven currency during volatile times, has been trading near multi-year lows. We believe that there is further d [...]