Kevin Talbot is the influential Director, Australian fixed interest and currency for AMP Henderson and talks to us here about trends in the Australian debt markets.
How much money do you manage
In Australia AMP Henderson has about A$63 billion under management and our fixed-income portfolio represents over A$20 billion of that. Currently in fixed income we are overweight Australian bonds and underweight international bonds because we feel that with 10-year bond interest rate differentials between Australian and the US at about 150 basis points, there is a lot more value in Australian fixed income compared to international markets at the moment.
What are the most exciting credits in Australia at the moment
The Australian...
