On a recent visit to Sydney we spoke with Vivek Bommi, Senior Portfolio Manager at Neuberger Berman, about the types of companies that he is most comfortable holding in an environment of low or slowing growth. Bommi explains that cable companies globally possess many of the attributes that he values from a high-yield investment perspective.
These are companies with high free cashflow, a very repeatable business model and not a lot of competition. Those are the types of businesses we like investing in.
In this short video he shares a few examples of cable companies that passed his filter and outlines the sectors that he is avoiding right now. We also asked him to share what he believed could be a catalyst to drive markets lower.
Neuberger Berman’s Global Corporate Income Trust (ASX:NBI) was listed on the ASX in September 2018 and provides investors with exposure to the high yield bonds of large and liquid global companies.
For more information about NBI and how this investment solution can provide stable and consistent income, as well as diversification, please visit www.nb.com/nbi
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