PCF - Keep Your (High) Income On Track In 2019
Fahd Malik: I think the most important thing right now more than ever is being diversified. So the high-income investor needs to think about investing in assets outside of [the] US.
Fahd Malik: The US central bank is ahead of other G10 banks in terms of the credit cycle. So that could lead to the US being a center of the storm or center of stress going forward. Secondly, valuations outside of the US have gotten fairly attractive, so places-pockets in emerging markets [and] Europe-they have all gotten very attractive from a yield