Chris Bowie, Partner and Portfolio manager at TwentyFour Asset Management
Fixed income investors globally face a huge challenge defending returns against rising rates and resurgent volatility. Central banks are on the path to policy normalisation and in all likelihood the low yields of this cycle are now behind us, while bond market volatility has returned with a vengeance in 2018 as markets struggle to navigate an increasingly unpredictable geopolitical climate.
In this webinar, TwentyFour Asset Management partner and portfolio manager Chris Bowie shows that even within the fixed rate investment grade bond market, there is a mix of assets that can offer protection against these challenging conditions without giving up the potential for absolute returns.
As investors, millennials usually are “sustainials”. They keep an eye on the positive environmental impact of their portfolio holdings as well as on financial returns. But they need to separate the wheat from the chaff. For instance, what’s the correct way of measuring carbon emissions? Either you apply the backward-looking CO2 footprint method, or you look ahead, using the less-known concept of “avoided CO2-emissions” instead.
Why we prefer the “avoided CO2 emissions” concept to the “carbon footprint” method
In this webinar, Pascal Dudle and Marco Lenfers of the Sustainable & Thematic Boutique explain the difference between these two methods, using the lighting industry as an example. Their main points:
-Clean-tech companies with the potential to avoid emissions help achieve the United Nations’ Sustainable Development Goals
-They are likely to gain market share and face fewer regulatory issues than competitors
-As a consequence, their shares should rise and benefit investor portfolios
From our Multi Asset Boutique Stefan Meinhold (Client Portfolio Manager) and Dominik Zoerner (Multi Asset Income Portfolio Manager) will present their market assessment and elaborate on the prerequisites for a multi asset income strategy to become successful:
- diversify involved risks wisely
- manage the portfolio dynamically with a focus on risk management
- taking the perspective of a creditor, who is not greedy but likes to earn income and wants his invested money back
How can investors make sure they achieve sustainable equity income and attractive total returns, especially as interest rates may rise further and lead to market volatility and thus downside risk? Join us for a webinar where portfolio manager Ramiz Chelat will answer your questions and reveal:
-What to look for in a dividend stock
-How to find sustainable equity income in a rising rate environment
-Why in addition to a company's ability to maintain its current dividend, it’s also important to consider whether it may be able to increase its dividend over time.
Income continues to be a scarce commodity in financial markets. Fixed income remains the most natural place to look but finding value can be a challenge in the current market environment.
Where do you look for safe yield whilst rates are going up?
To find out, join our webinar where Mark Holman of TwentyFour Asset Management will answer this question and discuss:
•Where we see value for investors in 2018
•The areas of fixed income we like and why
•A model portfolio for income generation
Find out more about income at www.vontobel.com/income
A new digital reality is changing the world when it comes to fixed-income investing by suppressing pricing power, wage inflation and spending growth – these changes will require lower rates for longer.
This raises the question: Can income still be found in the world of fixed income?
To find out, join this webinar where portfolio managers Christian Hantel and Wouter Van Overfelt will answer your questions and reveal:
-How to find recurring forms of income with an active approach to corporate bonds in both developed and emerging markets
-Why credit selection can help you find attractive income
-What pockets in the credit market can still provide spreads that more than compensate for the credit risk taken
2017 was a year to remember. U.S. equity markets reached new all-time highs, the Eurozone gathered steam amid a broad-based recovery and emerging markets rallied on improving fundamentals and economic reforms – and volatility hovered at historic lows.
Join our webinar where CIO Matthew Benkendorf will share his thoughts on what’s in store for 2018. Andrew Raisman, Head of Quality Growth Sales EMEA, will moderate a live Q&A with Matt.
The U.S. equity market is in its ninth year of a bull run and some investors are concerned that a correction is looming. While market conditions are generally favorable, there are some fundamental pressures that could impact volatility over the short term, such as rising rates in the U.S. We believe the best way to navigate a potentially tricky market is to take a bottom-up approach and invest in “quality” companies with consistent and resilient earnings growth.
In this interactive webinar, Matthew Benkendorf, Chief Investment Officer and Lead Portfolio Manager, discusses why an active, high quality approach to US equities can lead to competitive returns with lower risk than the index over a full market cycle.
Emerging market corporate bonds are thriving, offering considerable pick up compared to emerging sovereigns and developed market equivalents… but with considerably less leverage and lower duration. Certain segments of the market can also be highly decorrelated from the broader markets because price action tends to be corporate specific.
Join us for an interactive webinar where Wouter Van Overfelt and Sergey Goncharov will reveal how our signature value strategies, combined with our contrarian approach to special situations (which other managers often avoid) can help you extract alpha from emerging market corporate bonds.
Emerging market debt is an under-invested asset class offering higher yielding bonds compared to the bonds of developed markets with a similar credit rating. Join Luc D'hooge, Head of Emerging Markets Bonds, as he explains the advantages available to investors in the asset class:
•Why emerging market growth is outpacing developed markets?
•Where to find returns in the diverse emerging market bond universe?
•How relative-value trades can boost portfolio performance?