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Lipper Alpha Insight - Fund Manager Chat


Jan 23, 2018

Stephen Snowden, Head of Credit at Kames Capital talks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on October 3, 2016 in Edinburgh.

In this interview, Mr Snowden discusses:

  • Why he disagrees with recent commentator views on a corporate debt "bubble"
  • Reaction of the market post "Brexit" vote
  • Duration positioning within a "lower for longer" rate environment
  • Concentration risk and central bank activity
  • Outlook for credit heading into 2017

He also discusses his current portfolio positioning within the Kames Investment Grade Bond Fund.

About Stephen Snowden

Stephen Snowden is Head of Credit in the Kames  fixed income team. He specialises in investment grade credit and co-manages two investment grade bond funds and an absolute return bond fund. He rejoined Kames Capital in July 2011 from Old Mutual Asset Management where he managed the Corporate Bond Fund. Stephen started his career with Kames in 1994, initially focusing on equities before moving to the fixed income team to manage corporate bond funds. He has a first class honours degree BSc Finance and an MSc Finance from Queens University Belfast, and is also an associate member of the CFA Society of the UK. He has 22 years industry experience as at 31 July 2016.

 
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Disclaimer: 
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.