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 >
Dominick DeAlto, Chief Investment Officer of Fixed Income for FFTW, presents the Q2 quarterly commentary.Read more >
Senior Client Portfolio Manager, Ewan McAlpine provide a six monthly review of bond markets and offers his outlook for fixed income assets.Read more >
How does a fixed income investor survive and thrive in a zero interest rate world? Rob Vanden Assem and Jonathan Davis from the PineBridge Developed Markets Fixed Income team present an interactive exploration into today’s shifting fixed income markets. Where are the opportunities now, and how can investors position their portfolios to benefit whilst avoiding undue risk. Join them as they reveal their prognosis for the future of fixed income.Read more >
At this webinar, Salman Ahmed will analyse the challenges facing fixed income investors. In particular, he will examine the implications of…
-Widespread low or negative yields in key developed markets
-Increased market risk
… and discuss the solutions that he believes exist when it comes to portfolio construction and implementation.
Following the recent UK referendum, in which voters decided to leave the European Union, please join us for an update on what this means for our market outlook and the implications for fixed income investors.
David Roberts (Head of Fixed Income), Stephen Snowden (Head of Credit) and Juan Valenzuela (Investment manager, Rates) will all be contributing to the webinar.
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 questions over the probable rise in rates in the US combined with political uncertainty faced by the Eurozone has been weighing on fixed income markets. This context combined with low rates across developed markets has created a challenging environment for the bond asset class. Charles Zerah, the Fund manager of Carmignac Portfolio Global Bond will outline how his flexible and opportunistic philosophy allows him to navigate the challenges in place. He will be joined by Pierre Verlé (Head of Credit) and Joseph Mouawad (EM Debt specialist) who will detail the opportunistic investments in cheap, performance generating strategies, while Charles explains how he combines this with a cautious stance to maintain a balanced portfolio.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 >
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 >
An overview of the benefits and workings of active management in fixed income investingRead more >
PIMCO's outlook on interest rates over the cyclical horizon - The risk of higher rates and the impact on fixed income - The role of fixed income in asset allocation - Enhancing fixed income returnsRead more >