Ep 82 Phil Mesman: Event-Driven Credit Investing

Phil Mesman, lead fixed income portfolio manager at Picton Mahoney sits down with Pierre Daillie to discuss credit investing, a widely underrepresented category of alternative fixed income in Canada.

They discuss the current challenges long-only bond investors face and why today’s environment has presented an unprecedented need to think alternative when it comes to your fixed income book. Mesman gets right under the hood of Special Situations credit investing and provides his thoughts on a real time event, the Evergrande situation.