Investors are becoming more familiar with Absolute Return but with only the broadest overall definition. It may not be easy for everyone to identify what the product is, its characteristics, or the problems it may help to solve.
In this 30-minute webcast we will provide a fresh look at how absolute return fixed income is best defined and some of the general characteristics that investors should be aware of when evaluating the asset class. We will cover attributes such as liquidity, risk management and use of derivatives. In addition we will provide thoughts on how absolute return strategies might be used in an investor’s portfolio.
The webinar will discuss how to add precision to your fixed income portfolio with BMO ETFs.Read more >
Xavier Baraton, HSBC Global Asset Management's Global CIO Fixed Income assess what's in store for credit markets as we enter 2015 and summarises his stance on rates, currencies, credit and emerging markets.Read more >
In this webcast, Alex will explain how Absolute Return differs from traditional fixed income investments and look at how it can offer a solution to current challenges such as liquidity, risk management, diversification, the search for yield.Read more >
The current market environment doesn’t make it easy for advisors to allocate to bonds. Cash offers only negative real returns, credit spreads remain volatile and munis are quite rich after a strong run. Should investors go back to viewing bonds as the ballast within a portfolio instead of always swinging for the fences and chasing yield? Hear Andrew Chorlton's views on the current market and why he thinks investors are better suited with a flexible approach to fixed income; one predicated on longer-term time horizons. Because in today’s environment, the only way you capture the liquidity premium is through time.Read more >
The municipal fixed income market offers opportunities for sophisticated investors who appreciate the nuances of the asset class. Any number of factors can impact the credit worthiness of a particular security. Getting it right requires the ability to analyze individual security features, and ultimately, security strength.
Join our team of municipal fixed income experts who will examine broad sector trends, sector specific indicators, expectations for performance and outliers in this space. Our team will discuss:
• Expectations for economic activity and implications for municipalities over the next 12-18 months
• Sectors that appear to be more challenged and those that are improving
• Incorporating munis in a portfolio to meet specific investment objectives
Senior Client Portfolio Manager, Ewan McAlpine provide a six monthly review of bond markets and offers his outlook for fixed income assets.Read more >
Innovation in fixed income investing - a new way to keep "score."Read more >
With the recent Department of Labor regulations and moving into what some may term, the age of fiduciary application, we will explore why innovative product design in fixed income is crucial to building a successful advisory business. FlexShares Senior Investment Strategist, Mark Carlson, will also provide some insights into how to position TIPS into your future portfolio construction process.Read more >
The quest for yield comes at the price of more volatility, more downgrade risks and potentially more liquidity risks. Each of these events can translate into yield destruction that durably affects the performance of a bond portfolio, especially for constrained investors. Looking for quality, however, is expected to render those risks more remote at the price of lower yields, whereby such lower yields may not always materialise into lower performance. In his presentation, Olivier will cover the benefits of fixed income indices:
• Identifying advantages and drawbacks of bond indices versus single securities, and assessing the impact of index rules on yield capture
• Examining alternative indexing approaches that enhance such yield capture while retaining the advantages of broad benchmark indices
• Reviewing the case of yield seeking and quality oriented bond investors in the emerging markets sovereigns and IG corporate bond indices
After completing his Masters in Engineering Science at the Ecole Centrale in Paris and Financial Mathematics at the Technische Universität Berlin, Olivier Souliac worked for Deutsche Bank in London and Frankfurt in the structured funds and index funds division. The particular emphasis in this role was on the development and distribution of systematically managed funds, with a focus on fixed income solutions for institutional clients. Olivier Souliac became an active member of the Deutsche Bank Asset & Wealth Management division at the end of 2012, working in this same area of responsibility. In October 2014, Olivier joined the Strategic Beta team within Passive Asset Management and focuses on fixed income strategies.
Carmignac Bond Fund managers Charles Zerah and Keith Ney will present their views on fixed income markets in terms of risks and opportunities. In the context of the challenges faced by the asset class, namely higher volatility and lower liquidity, they will provide a glimpse into their unique investment philosophy, that includes an extremely flexible and non-benchmarked, conviction driven approach as well as its application in their Funds.Read more >
Join portfolio manager Steve Smith for an overview of recent market events and portfolio performance and positioning for the Global Fixed Income, Global Opportunistic Fixed Income and Global Fixed Income Absolute Return Funds.Read more >
Denis Girault, head of UBP Emerging Market Fixed Income team, will review investment opportunities in EM debt markets in the current environment of low commodity prices and Chinese GDP slowdown.Read more >
Join us for a webcast briefing by Richard Woolnough and Stefan Isaacs, fund managers in the M&G Retail Fixed Interest team. Richard and Stefan are responsible for a combined £37.6bn in fixed income assets invested across global fixed income markets. They will provide an update of their views on fixed income markets and on how M&G’s corporate bond funds are positioned. There will also be an opportunity for you to put your questions to them.Read more >
Join us for a webcast briefing by Richard Woolnough and Stefan Isaacs, fund managers in the M&G Fixed Income team. Richard and Stefan are responsible for a combined €51bn in fixed income assets invested across global fixed income markets. Richard and Stefan will provide an update of their views on fixed income markets and on how M&G’s corporate bond funds are positioned. There will also be an opportunity for you to put your questions to them. The call will start at 11:00 CET.Read more >
Schroders' fixed income investment team will be sharing their prevailing investment views and sector themes, with participants invited to submit live questions throughout.
We hope that you will be able to join us.
Schroders' fixed income investment team will be sharing their prevailing investment views and sector themes, with participants invited to submit live questions throughout.Read more >
Michael Hasenstab presents a contrarian approach to fixed income including the factors he believes are impacting both markets and investor sentiment and how to capitalise on them.
For professional investor use only. Not for distribution to retail investors
Driven by the divergence between the economic backdrop of the US and the rest of the world, global markets now find themselves sitting in a sweet spot. For investors, the real question is what sort of bond to own—and to avoid—in this environment.
Hear Iain Stealey, portfolio manager, as he identifies five types of bonds with the potential to return 5% over the next 12 months.
This call will qualify you for 30 minutes of Structured CPD, accredited by the Chartered Insurance Institute [CII] and the Chartered Institute for Securities and Investments [CISI].
Learning objectives & outcomes
o Good understanding of key fixed income issues that investors are likely to focus on in the coming quarter
o Better prepared to address clients’ potential concerns about these issues
For audio only please dial 0203 003 2666, Pin 43289. Please note as this is audio only you will not be able to see the slides.