LO Funds-Convertible Bond is an actively managed UCITS portfolio. Its long-only global convertible bond strategy has been in place since December 2002. It invests mainly in global convertible bonds with a balanced profile. It seeks to deliver asymmetrical performance over the medium to long-term, profiting from equity market upturns while benefiting from the downside protection of a fixed income structure with a fraction of the volatility of equities.Read more >
In turbulent times, convertible bonds can benefit from rising equity volatility as proven by their strong performance history at times of
rising interest rates. Over the next six months, we also believe the multiple sources of returns provided by high yield convertible bonds should continue to prove very attractive. Our High Yield Convertible Bond strategy can provide a solution for investors hunting for yield yet wanting substantially better credit quality than high yield indices.
During this webinar, Maxime Perrin, Senior Analyst and Product Specialist of Lombard Odier IM’s convertible bonds team, will deliver the portfolios’ quarterly review and discuss how high yield convertible bonds can provide diversification away from the usual high yield risk.
Expertly navigating the markets with convertible bondsRead more >
Massive central bank intervention, historic low yields and scarce secondary liquidity have led to increased volatility on fixed income markets, thereby creating a challenging environment. Charles Zerah, Fund Manager of Carmignac Portfolio Global Bond, will explain how his flexible and conviction-driven approach is an ideal fit for the current context and has enabled him to generate a sturdy track record.Read more >
The case for financial bonds is more compelling than ever. Having learned some lessons in the Great Financial Crisis of 2007-2008, banks and insurance companies have been tidying up their balance sheets. While new regulations such as Basel III require new types of bonds to be issued that offer attractive yields, increased supervision and regulation will substantially lower the risk of default.
We are convinced that the potential for spreads in the financial sector to contract is a long-term theme and has further to go in the next few years. Improving fundamentals and attractive spreads bode well for attractive returns.
Join Prashant Chandran as he explores the key investment themes taking place in bond markets globally and how as an unconstrained bond manager a focus on portfolio construction and sophisticated risk management is crucial.Read more >
When achieving maximized risk-adjusted returns?
Find the right combination of a global universe, a flexible investment style and no benchmark constraints.
•The concept of Total Return explained
•Why is such a strategy attractive for clients?
•Expectations of the bond market
•Where are the opportunities?
The bond market dropped dramatically in the second quarter – arguably the sharpest adjustment since the fall of 2008. For those forced to sell during the tumult, it was just as painful. But for others, it may be an equivalent buying opportunity.
Please join our municipal bond specialists for a discussion on key 2013 topics:
• Detroit default in proper perspective. Detroit hasn't been on the Bernardi approved credits list for decades, but its default has renewed municipal debt crisis fears nonetheless. We'll put the largest municipal bankruptcy filing to date in the proper context.
• The Great Rotation debate. Some pundits claim increasing yields mark the start of the “Great Rotation” from bonds into equities, but no one can be certain at this point. "Mattress money" may rotate more to cash out of fear – or within bonds to new buying opportunities.
• Laddered portfolios vs. alternatives as bond prices fall, yields rise. Our client’s separate account, laddered portfolios almost universally handled last quarter’s turmoil much better than the broader bond market – a storyline similar to that of the 2008-2009 financial crisis. We'll compare laddered portfolios to alternatives such as bond funds and simply holding cash as ways to prepare for future volatility.
This live video will explain why we are witnessing such an unusual time in economic history and outline how investors can take advantage by repositioning their portfolios. Ian Winship, Head of BlackRock’s UK Fundamental Fixed Income team will take audience questions in this live and interactive video on changing environment for fixed income.
With much of the current market uncertainty based on the apparent removal of the so-called 'tail risks', Ian will argue that in reality many of the risks have been brushed under the carpet, meaning that the case for fixed income remains compelling for risk-aware investors.
Ian will outline how a more flexible and dynamic absolute return strategy can deliver highly diversified returns with low correlation to other asset classes, and therefore can potentially lower a portfolio’s overall volatility.
This web event will be hosted by Clair Turketo, Product Strategist within UK Fundamental Fixed Income.
Produktmanager Martin Kühle spricht über den aktuellen Standpunkt der Fonds und die Chancen, die sich im turbulent gestarteten Jahr 2016 für Wandelanleihen ergeben.Read more >
Ariel Bezalel gives an update on the Jupiter Strategic Bond Fund.Read more >
2014 was an eventful year for emerging markets. After a relatively strong period which lasted all the way to September, markets corrected in the latter part of the year as the negative headlines from the Russian crisis and the falling oil price triggered bouts of volatility and risk averseness. Looking ahead, we expect asset allocation between hard and local currency to remain a key driver, particularly in the earlier part of 2015. In hard currency, credit selection will remain even more important as we expect return dispersion to increase. After having a relatively low allocation to local currency debt in 2014, we are looking to selectively add exposure in 2015 to countries where the current account adjustment is advancing or where valuations undershoot fundamentals.Read more >
Since the pension freedom changes in 2015, at AXA Life Invest, we’ve been continually looking for ways to improve our products for our customers. We are innovators in the retirement planning marketplace and in this short, informative webinar, Retirement Specialist Chris Iles will share an overview of our exciting, NEW Secure Advantage+ Offshore Capital Bond.Read more >
Scotland/Manchester Investment Conference - Bond market outlookRead more >
This webinar will be presented by Prof. Jan de de Spiegeleer. The below items will be covered during this presentation:
- Overview of the performance of the asset class
- Overview of the market: difference in sector /geographical compostion of the Convertble Bond benchmarks versus the MSCI Worl Index
- Challenge of Convertible Bonds portfolio
- Hedgeable market risk
In the webcast, Jim will provide an update on the current key investment themes in the global bond markets, as well as his outlook for 2016 and the fund’s latest positioning.
There will also be an opportunity for questions and answers.
Please join us for the quarterly update with the fund managers of the Absolute Return Global Bond Strategies portfolio. During the webcast we’ll provide you with updates on the portfolio’s performance and its drivers as well as our market views and the portfolio’s positioning.Read more >
Join us for our webcast where Craig MacDonald and Felix Freund will provide an update on the European Corporate Bond Fund and provide their outlook for the months to come.
Participant Dial In Number(s):
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free
European Corporate Bond Quarterly Webcast - 4204008#
After 6 years of zero interest rate policy, the Federal Reserve is ready for lift-off and is looking to normalize monetary conditions. On the other hand, for the ECB, the BOJ and many emerging economies, monetary conditions remain too tight and further stimulus is required. In this interview, Jim Leaviss will discuss the impact this environment is likely to have on bond markets and how is positioned to benefit the most from these challenging conditions.Read more >