Describe your approach to research
John Woods Our approach to both fixed income research and strategy is largely shaped by our Asian model portfolio AMP which means that our recommendations - good or bad, right or wrong - are captured each day in our attribution analysis to clients.
Our performance during the year has been pleasing, generally consistent, and driven fundamentally by the quality of our credit analysis. I cannot say we have identified wildly undervalued bonds, nor can I say we have identified the correct high and lows during range trading, but year to date, I am more than happy with our communication to the investor base of appropriate trade ideas, country weightings, and...
