Woods: it's all about the portfolio

With a meltdown in the US, and a wild boar savaging his garden, HSBC''s credit guru, John Woods, has had a lot to think about. But his solid portfolio approach has seen gains for investors who''ve followed his research.

Describe your approach to research

John Woods Our approach to both fixed income research and strategy is largely shaped by our Asian model portfolio AMP which means that our recommendations - good or bad, right or wrong - are captured each day in our attribution analysis to clients.

Our performance during the year has been pleasing, generally consistent, and driven fundamentally by the quality of our credit analysis. I cannot say we have identified wildly undervalued bonds, nor can I say we have identified the correct high and lows during range trading, but year to date, I am more than happy with our communication to the investor base of appropriate trade ideas, country weightings, and...

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