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Absolute Return: An alternative fixed income strategy

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.
Recorded Jan 27 2016 39 mins
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Presented by
Alex Johnson, Head of Absolute Return Fixed Income
Presentation preview: Absolute Return: An alternative fixed income strategy
  • Channel
  • Channel profile
  • What we don’t see in China’s debt risk Recorded: Jul 12 2017 30 mins
    Chi Lo
    The amount of China’s debt, which is predominately bank loans, is not as
    excessive as the news headlines have painted. In this 30-minute webcast with Chi Lo, our Senior Economist on China,
    we will discuss China’s debt reduction, including:
    - How China has started tackling its debt problem through practical
    - Would a policy to swiftly cut China’s debt-to GDP ratio be implausible;
    - Has deleveraging moved up China’s policy priority list;
    - What could help solve China’s problem of capital misallocation; and
    - Is China’s excess capacity making its debt risk worse?
  • The Green Bonds Revolution Recorded: Jun 28 2017 52 mins
    Felipe Gordillo
    The green bonds market has exploded in recent years from USD 20 billion in 2013 to more than 200 billion at the end of February this year - that’s 10 times growth in four years.*

    Green Bonds are bonds used to fund projects which benefit the environment or climate such as clean energy projects or developing brownfield sites.

    During this webcast our senior ESG analyst Felipe Gordillo will share his views on:

    • How the massive growth, improved liquidity and transparency in the green bonds market is making it easier for large investors to participate.
    • Why it’s still important to choose the correct issuers in this generally high quality market (around 80% are investment grade).
    • How Green bonds have shown reliably good performance for investors.
    • Our experience with investors in France (who have invested heavily in Green Bonds) and worldwide.
    • And finally how ‘emerging’ green bonds could boost future returns.
  • Fixed income quarterly outlook - Q3 2017 Recorded: Jun 20 2017 3 mins
    Dominick DeAlto, Head of Fixed Income
    Fixed income quarterly outlook - Q3 2017
  • Income & Stability: The Case for Senior Secured Loans Recorded: Jun 15 2017 26 mins
    Vanessa Ritter, CFA, Head of Global Loans
    We are pleased to invite you to a 30-minute webcast with Vanessa Ritter, Head of Global Loans. Vanessa will discuss why global loans are interesting now – especially in this rising rate environment.

    Additional topics to be discussed include:
    - What are the core attributes of senior secured corporate loans;
    - Thoughts on outperforming inflation;
    - Best practices for managing default risk exposure;
    - Why should investors consider senior corporate loans now; and
    - What are the benefits of this strategy for institutional investors?
  • MBS Headlines – What Do They Mean, and How Should Investors Respond? Recorded: May 16 2017 29 mins
    John Carey, Head of the Structured Securities Team
    Agency mortgage-backed securities (MBS) are guaranteed by the US government and provide a spread over Treasuries.  Their unique prepayment risk, provides investors with diversification benefits versus other fixed income asset classes.

    GSE reform and the US Federal Reserve’s balance sheet discussions have brought the sector to the front page recently.  In this 30 minute webcast John Carey, Head of the Structured Securities Team, will discuss his thoughts on how recent political and monetary policy developments will impact the agency MBS sector going forward.
  • Factor Investing for Fixed Income: Application and Advantages Recorded: Apr 26 2017 43 mins
    Charles Cresteil and Olivier Laplenie
    In this webcast we will cover a detailed look at how our fixed income factor investing strategies can benefit institutional investors looking for yield without taking additional duration, credit or liquidity risk. In particular we will focus on a long/short factor-based approach to government bonds.
  • Emerging Markets Fixed Income - Reasons to be Cheerful Recorded: Apr 11 2017 42 mins
    L Bryan Carter, Head of Emerging Markets Fixed Income and JC Sambor, Deputy Head of Emerging Markets Fixed Income
    In this webcast summit we will cover why there is reason for optimism in the Emerging Markets Fixed Income (EMFI) asset class. We will share insights into:
    - How attractive is EMFI under President Trump
    - Compelling reasons to invest in this asset class and why now is a good time
  • Quarterly fixed income outlook video Recorded: Apr 5 2017 3 mins
    Dominick DeAlto, Head of Fixed Income and CIO, FFTW
    Quarterly fixed income outlook with Dominick DeAlto, CIO, Fixed Income
  • Prospects for Inflation Under a Trump Presidency Recorded: Mar 22 2017 32 mins
    Cedric Scholtes, Head of Global Rates & Primary US TIPS Portfolio Manager
    Since Donald Trump’s election, breakeven inflation rates implied by yield spreads between nominal and inflation-protected Treasury securities have risen sharply in both spot and forward terms. This may reflect growing expectations for higher inflation in the years ahead.

    This 30-minute webcast will discuss our thoughts on how fiscal and monetary policy developments could impact inflation and TIPS valuations going forward.
  • The Case for Active Currency Hedging Recorded: Mar 9 2017 25 mins
    Momtchil Pojarliev, PhD, CFA
    With the rising volatility in currency markets, investors are examining ways to achieve better risk-adjusted returns of their international equity portfolios.

    While passive hedging may reduce the currency risk of a portfolio, it subsequently faces liquidity risk and opportunity costs.

    As an alternative, active currency hedging aims to reduce drawdown and increase return within an investors’ portfolio.

    Please join us for this 30-minute Currency webcast, where our Senior Portfolio Manager - Momtchil Pojarliev, PhD, CFA - will discuss his case for active currency hedging.
  • Outlook for Critical US Small Cap Sectors Recorded: Feb 14 2017 41 mins
    Geoff Dailey, CFA; Jon Stephenson, CFA; Eric McLaughlin, CFA
    In this webcast our senior equity research analysts in energy & financials and healthcare will discuss our outlook for the year and where we see challenges in the following sectors:

    Energy - Our reasons for optimism; Why we believe a rebound on profits is underway; Rewarding the fittest

    Financials - Improving fundamental outlook and reasons for investing;
    Deregulation; How various scenarios might play out

    Healthcare - Legislative Landscape; Valuations; M&A; FDA Approvals
  • 2017 Fixed Income Outlook Recorded: Jan 17 2017 12 mins
    Dominick DeAlto, Head of Fixed Income
    2017 Fixed Income Outlook
  • FFTW 2017 Investment Outlook Recorded: Jan 10 2017 12 mins
    Dominick DeAlto, Head of Fixed Income and CIO, FFTW
    FFTW 2017 Investment Outlook
  • Beyond the shadow of QE Recorded: Dec 7 2016 43 mins
    Daniel Morris, Senior Investment Strategist (BNP Paribas Investment Partners)
    Is this this beginning of the end of QE? Will interest rates finally end their continuous downward march? What happens to equity markets if they do? Listen to our 2017 Investment Outlook, “Beyond the Shadow of QE”, to find out how to take advantage of the changing landscape with Daniel Morris, Senior Investment Strategist.
  • What comes next: A post election analysis and outlook Recorded: Nov 9 2016 22 mins
    Pam Woo, CIO - US Equities; Steve Friedman - Senior Investment Strategist; and Daniel Morris, Senior Investment Strategist
    This 30-minute webcast will dissect the outcome of the previous day’s historic US presidential election and provide clarity and likely consequences of the outcome.

    Topics to be discussed include:

    - Our thoughts on the incoming president’s economic agenda and surprises from election day.
    - How do we expect policy issues such as trade and immigration to be effected?
    - Will the outcome trigger volatility?
    - How do we expect stock prices and bond yields to move as a result of the election?
    - What possible implications do we see for particular sectors?
  • Alternate Drivers of Growth in EM Countries Recorded: Sep 22 2016 17 mins
    Rick Wetmore, CFA, Deputy CIO, Global Emerging Markets & Quang Nguyen, Portfolio Manager, Global Emerging Market Equities
    Opportunities in emerging markets have changed over time. In this 30-minute webcast our global emerging market equities portfolio managers will discuss key themes relevant to emerging markets investing today.

    Topics to be discussed include:

    - Are traditional drivers of the Emerging Markets investment case such as population growth, rising consumer incomes and productivity enhancements still as relevant today as they were 20 years ago?
    - Where are the opportunities to generate alpha in emerging markets today? What are the examples of market inefficiencies which prove that active fundamental based investing is relevant in the emerging markets?
    - What are the implications on Emerging Markets of structurally slower growth in China?
    - Does the future of EM still depend upon domestic consumption and services?
  • EM IN 10 Recorded: Aug 31 2016 11 mins
    Pinar Uguroglu, Nida Rahimi
    As part of our on - going 'What's Really Happening in Emerging market' series. We are now able to give you access to the hottest Emerging Markets topics in just 10 minutes! In this edition we will focusing what's next for Turkey.
  • DEFI: Diversified Equity Factor Investing Recorded: Jun 15 2016 44 mins
    Etienne Vincent, Head of Global Quant Management, THEAM, BNP Paribas Group
    In this webcast we will look at Diversified Equity Factor Investing (DEFI). We will examine the 4 key factors that drive long-term equity returns: Value, Quality, Momentum and Low Volatility and how we apply these factors to our research focused approach.
  • Smart Beta / Investissement Factoriel: Webcast in French language Recorded: Apr 5 2016 47 mins
    Etienne Vincent
    Investissement Factoriel : par-delà l’opposition entre gestion active et passive. Cette présentation en ligne vise à expliquer l’intérêt pour l’investisseur du Smart Beta et de l’approche factorielle, ainsi que les questions importantes à se poser avant de choisir une stratégie.
    Factor Investing : beyond Active and Passive management
    This online presentation aims at explaining the added value of Smart Beta and Factor investing for investors, as well as the important questions to ask before choosing a strategy. It will be presented in French.
  • Absolute Return: An alternative fixed income strategy Recorded: Jan 27 2016 39 mins
    Alex Johnson, Head of Absolute Return Fixed Income
    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.
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  • Title: Absolute Return: An alternative fixed income strategy
  • Live at: Jan 27 2016 9:00 am
  • Presented by: Alex Johnson, Head of Absolute Return Fixed Income
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