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TCW’s Landmann: why we have almost zero EMD exposure

Bond managers are piling into emerging market debt amid the reach for yield, which is driving TCW Group’s $175 billion bond team to steer well clear of this popular investment sector.

In an exclusive video, portfolio manager Laird Landmann discusses the challenges of investing in the current market environment, summarizing by saying ‘you need to stop fighting the last war’.

He reveals the de-levered asset classes that are showing fundamental strength despite lack of investor interest, as well as raising his concerns about his peers being ‘cavalier’ when it comes to their overall risk profiles.

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Laird R. Landmann
Laird R. Landmann
57/101 in Bonds - US Dollar (Performance over 3 years) Average Total Return: 5.11%
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