Citywire Selector - For Professional Investors

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

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 with Citywire Selector, portfolio manager Laird Landmann discusses the challenges of investing in the current market environment, summarising 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.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Related Fund Managers

Laird R. Landmann
Laird R. Landmann
170/213 in Bonds - US Dollar High Yield (Performance over 3 years) Average Total Return: 13.45%
Events
  • Citywire Luxembourg Forum

    Citywire Luxembourg Forum

  • Citywire DACH 2017

    Citywire DACH 2017

  • Citywire Italy 2017

    Citywire Italy 2017

  • Citywire Berlin 2017

    Citywire Berlin 2017

  • Citywire Miami 2017

    Citywire Miami 2017

  • Citywire Professional Buyer

    Citywire Professional Buyer

  • Citywire Madrid 2017

    Citywire Madrid 2017

  • Citywire Switzerland Retreat 2017

    Citywire Switzerland Retreat 2017

  • Citywire Amsterdam 2017

    Citywire Amsterdam 2017

  • Citywire Frankfurt 2017

    Citywire Frankfurt 2017

  • Citywire Alternative Ucits Retreat 2017

    Citywire Alternative Ucits Retreat 2017

  • Citywire Paris 2017

    Citywire Paris 2017

  • Citywire Milan 2017

    Citywire Milan 2017

  • Citywire Deutschland 2017

    Citywire Deutschland 2017

  • Citywire DACH 2017

    Citywire DACH 2017

  • Citywire Italy 2016

    Citywire Italy 2016

  • Citywire Milan 2016

    Citywire Milan 2016

  • Citywire Alt Ucits 2016

    Citywire Alt Ucits 2016