Riding the crossover wave – opportunities in high yield
Rapid commodity price declines are having as much of an impact on high grade credits as their high yield counterparts. With central banks anchoring interest rates close to zero, the yield advantage from investing in these credits remains significant. So too does the risk of rating agency downgrades.
At this webinar, we will focus on the crossover space between credit and high yield and ask – do the risks in crossover present a buying opportunity?
At this webinar, we will focus on the crossover space between credit and high yield and ask – do the risks in crossover present a buying opportunity?
Recorded
Feb 24 2016
41 mins
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Presented by
Kevin Corrigan, Head of Fundamental Fixed Income
Kevin Corrigan, Head of Fundamental Fixed Income
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Investing for the Sustainability Revolution Recorded: Apr 19 2018 38 mins
Carolina Minio-Paluello, Global Head of Sales and SolutionsA sustainability revolution is underway.
The global economic model is, in our view, unsustainable. Changing demographics, climate change, scarcity of natural resources, inequality and the digital revolution are some of the structural forces that will transform our economies and the businesses that drive them in the coming years.
Consumer behaviour is already shifting as an increasingly informed, and increasingly formidable, social consciousness continues to build. Governments are adding pressure with an acceleration in new legislation, which is increasingly focussed on the role investors can play in financing the transition and holding companies to account. Meanwhile, the changing physical climate is also forcing companies to adapt.
This transition creates great opportunity, but it also creates great risk.
Sustainability is central to both economic outcomes and risk-adjusted returns. With that in mind, investors need to adapt how they run portfolios. After all, sustainability is not a product issue. It is a multi-jurisdictional, multi-asset-class, multi-sector and multi-strategy issue and thus needs to be looked at holistically.
In this webinar will consider how investors can:
* carry out their responsibility to society
* protect portfolios from risk
* gear their portfolios towards the return drivers of tomorrow -
LO Funds-All Roads: aiming to provide stable returns across market cycles Recorded: Nov 23 2017 40 mins
Aurèle Storno, Lead Portfolio Manager, and Alain Forclaz, Client Portfolio ManagerNew paradigms in markets require new paradigms in investments
In the challenging new investment world investors are being forced to
broaden their horizons and take a longer-term approach in order to grow
their capital or earn yield. And by locking in their capital for longer investors
lose the ability to convert their investments to cash at short notice – they give
up liquidity. We believe All Roads can plug this gap in investors’ portfolios.That said, All Roads is much more than just a liquid investment...
Aurèle Storno, Lead Portfolio manager, and Alain Forclaz, Client Portfolio Manager, will present the All Roads strategy: a liquid, diversified multi-asset strategy with a strong focus on downside protection, which we believe to be best-placed to navigate the new fixed income paradigm. -
Rethinking Asset Allocation and Finding the Right Toolkit Recorded: Nov 8 2017 46 mins
Charles St Arnaud, Théodore Economou and Aurèle StornoJoin Théodore Economou, CIO of Multi Asset and Chairman of LO Pension Fund Investment Committee, and Aurèle Storno, CIO of LO Pension Fund, in this webinar.
Charles St Arnaud, Senior Investment Strategist, will give a macro outlook at the beginning of the webinar.
Théodore and Aurele will then explain Lombard Odier Investment Managers’ innovative approach to asset allocation - our tried and tested ‘outcome-oriented’ approach, which means:
• Putting investors’ desired investment outcomes in the driving seat when constructing their portfolios
• Assembling fit-for-purpose portfolio building blocks according to investors’ objectives
• Finding a new liquid core portfolio allocation; a liquid, diversified multi-asset strategy with a strong focus on downside protection is best-placed to fulfill this role, in our view. -
LO Funds-Global Macro Q3 2017 Performance review and outlook Recorded: Oct 26 2017 32 mins
Vilas Gadkari, Co-CIO 1798 Global Macro StrategiesVilas Gadkari, Co-CIO 1798 Global Macro Strategies, will review the
performance of the Fund for the third quarter of 2017 and discuss the current positioning and 2017 outlook. -
LO Funds-Fundamental Equity Long/Short Recorded: Oct 19 2017 35 mins
Steve Bulko, CIO, LO Funds-Fundamental Equity Long/ShortQ3 Performance review and outlook -
Actions des marchés émergents : Fondations solides et horizons prometteurs ? Recorded: Sep 12 2017 18 mins
Didier Rabattu, Directeur de la gestion Actions et Gérant du portefeuilleDidier Rabattu livrera un point macro des marchés émergents. Il expliquera aussi pourquoi, selon lui, les actions émergentes recèlent des opportunités à long terme, à condition de les chercher au bon endroit. -
1798 Global Macro Master Fund Ltd. Q2 2017 Performance review and outlook Recorded: Aug 8 2017 35 mins
Jan Szilagyi, Co-CIO 1798 Global Macro StrategiesJan Szilagyi, Co-CIO 1798 Global Macro Strategies, will review the
performance of the Fund for the second quarter of 2017 and discuss the current positioning and outlook. -
LO Funds-Global Macro Q2 2017 Performance review and outlook Recorded: Aug 8 2017 36 mins
Jan Szilagyi, Co-CIO 1798 Global Macro StrategiesJan Szilagyi, Co-CIO 1798 Global Macro Strategies, will review the
performance of the Fund for the second quarter of 2017 and discuss the current positioning and 2017 outlook. -
Emerging market debt - why now is the right time? Recorded: Jul 13 2017 48 mins
Salman Ahmed - Chief Investment Strategist - Lombard OdierEmerging Market Debt: Strengthening fundamentals, an improved geopolitical outlook and attractive valuations
On 13 July 2017, join us to listen to Salman Ahmed’s insights on what makes emerging market debt attractive and why he favours local versus hard currencies. Salman will also explain why investors should rethink implementation when it comes to this asset class.
Don’t miss the opportunity to have your questions answered in this live presentation. -
LO Funds-Fundamental Equity Long/Short Recorded: Jul 12 2017 35 mins
Steve Bulko, CIO, LO Funds-Fundamental Equity Long/ShortQ2 Performance review and outlook -
VIDEO - Why is the time right for emerging market debt ? Recorded: Jun 28 2017 4 mins
Salman Ahmed - Chief Investment Strategist - Lombard Odier IMEmerging market debt is on solid footing and current market valuations provide a cushion against risks such as an unexpectedly tightening of monetary policy in the US.
That said, emerging markets are a collection of very diverse economies; it follows that the impact of various risk scenarios will vary significantly from country to country. For us this means the approach to investing in the asset class has never been more critical.
Constructing a portfolio according to fundamentals rather than market cap can help to focus on quality issuers while reducing the reliance on trading. This latter point is especially important given the impaired liquidity environment. -
Point de gestion sur les obligations convertibles Recorded: Jun 27 2017 25 mins
Maxime Perrin, Analyste Sénior et Client Portfolio Manager,Lors cette webconférence, Maxime Perrin, Analyste Sénior et Client Portfolio Manager, fera un point de gestion des différents portefeuilles en obligations convertibles de Lombard Odier IM et donnera ses perspectives trimestrielles. -
European and emerging equities: Solid foundations and bright horizons Recorded: Jun 20 2017 30 mins
Didier Rabattu, Head of equities at Lombard Odier IMDidier Rabattu, Head of Global equities at Lombard Odier IM, will discuss recent events in European and emerging markets and explain why he believes these equities currently present a long-term value opportunity but that investors must carefully consider what investment approach is most appropriate to capture it. -
Reaction to French election results and market implications Recorded: May 8 2017 26 mins
Salman Ahmed, Chief Investment StrategistAmid a busy political agenda across Europe, high valuations and an historically-extended business cycle, we believe investors face an avalanche of information and noise but very little genuine advice on what is in their best interests.
On Monday 8th May, Salman Ahmed, Chief Investment Strategist, will host a webinar to discuss the implications of the final result of the French election and the wider geopolitical and macroeconomic landscape, focusing on European equities.
We believe there is real value on offer in Europe, but we also believe that deep uncertainty about the political environment and the global business cycle makes it sensible to invest, with high conviction, in the one thing that we think never really changes: what some call “quality”. -
LO Funds-Global Macro - Q1 2017 performance review and outlook Recorded: May 2 2017 27 mins
Giuseppe Sette, Co-CIO Global Macro StrategiesLO Funds-Global Macro - Q1 2017 performance review and outlook -
LO Funds-Fundamental Equity Long/Short Recorded: Apr 18 2017 27 mins
Steve Bulko, CIO, LO Funds-Fundamental Equity Long/ShortQ1 Performance review and outlook -
LO Funds-Global Macro - 2016 performance review and 2017 outlook Recorded: Jan 30 2017 26 mins
Jan Szilagyi, Co-CIOJan Szilagyi, Co-CIO Global Macro Strategies, will review the
performance of the Global Macro Fund in 2016 and discuss the
current positioning and 2017 outlook. -
LO Funds-Fundamental Equity Long/Short Recorded: Jan 17 2017 29 mins
Steve Bulko, CIO, LO Funds-Fundamental Equity Long/ShortQ4 Performance review and outlook -
LO Funds-Fundamental Equity Long/Short Recorded: Oct 19 2016 64 mins
Steve Bulko, CIO of LO Funds-Fundamental Equity Long/ShortQ3 performance review and outlook -
Embracing a new paradigm in fixed income markets Recorded: Sep 29 2016 37 mins
Salman Ahmed, Chief Investment StrategistAt 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
-Fractured liquidity
… and discuss the solutions that he believes exist when it comes to portfolio construction and implementation.
Independent in our approach, Independent in our thinking
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- Title: Riding the crossover wave – opportunities in high yield
- Live at: Feb 24 2016 9:30 am
- Presented by: Kevin Corrigan, Head of Fundamental Fixed Income
- From:
