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Jamie Harding, CFA
12 Years at AB|12 Years of Experience
Jamie Harding is a Vice President and Portfolio Manager for European Credit, focusing on high-yield and income strategies. He joined the firm in 2012 and assumed the role of Portfolio Manager in 2022. Harding has also worked within AB as an associate portfolio manager on the European High Yield and European Income portfolios and as a global fixed-income product specialist within business development. He holds a MSc in international economics, banking and finance from Cardiff University. Harding is a CFA charterholder. Location: London
Published Work
Political risks and central bank easing pave the way for active managers in the European bond market.
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
Prospective US policy changes look adverse for Europe’s governments and economies—but mostly positive for bonds.
We think it would be a mistake for investors to let tighter spreads and upcoming maturities deter them from the euro high-yield market.
Policy easing should help euro and UK sovereign bonds, while fundamental, technical and valuation factors are all supportive for euro credit markets.
With a lot of bad news already priced into credit markets, yields look compelling to us at current levels.