We believe it’s time to reconsider your exposure to emerging markets. On this webinar we will discuss:
The impact of divergence in emerging markets
o Why recognising the increasing structural differentiation between each EM country and their different rates of real economic growth, inflation and budget balance dynamics is ever more important when investing in EM.
Opportunities for growth and yield?
o Emerging market fixed income offers an appealing yield-to maturity as interest rates in advanced economies are likely to remain low for longer in a world of global disinflation/deflation.
Impact of emerging market currencies have falling to multi year lows?
o Are there are opportunities appearing to benefit from this and should you be accessing EM in local or hard currency?
o Harnessing fundamentals to build fixed income portfolios in order to generate more efficient exposure to market beta in a world of lower liquidity, increased herding and central bank domination
RecordedMar 1 201640 mins
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Aurèle Storno, Lead Portfolio Manager, and Alain Forclaz, Client Portfolio Manager
New 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.
Charles St Arnaud, Théodore Economou and Aurèle Storno
Join 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.
Didier Rabattu, Directeur de la gestion Actions et Gérant du portefeuille
Didier 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.
Salman Ahmed - Chief Investment Strategist - Lombard Odier
Emerging 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.
Salman Ahmed - Chief Investment Strategist - Lombard Odier IM
Emerging 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.
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.
Didier Rabattu, Head of equities at Lombard Odier IM
Didier 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.
Amid 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”.