From Now on There Will Be a Story of Carry in the Market, Says Gulf Investment’s Bertoni

The transcript discusses the current state of financial markets, focusing on volatility, central bank policies, and investment opportunities. It highlights the risks and benefits of selling volatility, the role of central banks, and the potential in the triple B sector of the investment grade market. The discussion also covers emerging markets, particularly China, as attractive investment opportunities due to their inclusion in major indices and improved credit quality.

What factors are influencing the current volatility in the bond market?

How do central banks' expectations affect investment strategies in the current market?

What opportunities exist in the triple B sector of the investment grade market?

In what ways can companies improve their balance sheets during the current credit cycle?

What makes China an attractive market for bond exposure at the moment?