Converium Capital's Stern on Distressed Debt Opportunities

The video discusses investment opportunities in distressed debt, focusing on European convertible bonds and the Japanese market. It highlights the impact of macroeconomic conditions and central bank policies on credit markets. The speaker emphasizes the importance of downside protection and identifying mispriced securities, while also addressing the risks and opportunities in China.

What is the significance of convertible bonds in the current investment strategy?

How does the speaker view the investment landscape in China compared to other regions?

What indicators does the speaker use to assess potential investment opportunities?