Michalis Ditsas Michalis Ditsas

22 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 returns for 2020. 
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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 every available instrument in its toolbox, including a [...]
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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 potential returns for 2019 and indicate our preference for E [...]
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The wonderful benefits of High Yield in a rising rate enviro [...]
The High Yield asset class introduces a number of positive characteristics to portfolios in a rising rate environment, namely low correlation to traditional Fixed Income, equity like performance with [...]
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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 regulatory changes should support positive performanc [...]
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Navigating uncertain times through high conviction, diversif [...]
The early months of 2018 have been challenging for investors across asset classes. [...]
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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. [...]
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Icarus flight and lessons for todays markets
History, but also legend, teaches us to be cautious of the risks around us. [...]
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Hunting for yield in safe grounds
Subordinated debt offers an attractive balance between risk and return, and a range of positive characteristics, namely attractive yield, IG credit quality of issuers, liquidity, and the ability to ab [...]
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