Breaking With Tradition - Applying Factors To Global Fixed Income

Presented by

Anthony Beevers, Portfolio Manager

About this talk

For many investors today, using factors like value and momentum in equity markets has become more commonplace but the same is not necessarily true in fixed income. As European fixed income markets have experienced substantial yield compression over the last few decades, it has become increasingly difficult for investors to harvest returns from their traditional fixed income allocations. In this webinar, Anthony Beevers, Portfolio Manager, will highlight the application and opportunities of using factors (such as carry, value and momentum) to harvest fixed income risk premia across global interest rates and currency markets. Key Discussion Points: •Traditional Fixed Income Allocations vs Fixed Income Factor Investing •First Trust’s unique disciplined approach to Fixed Income Factor Investing •How First Trust harvest Fixed Income Risk Premia in today’s markets •Introduction to First Trust’s Global Currency & Global Sovereign Bond Funds
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First Trust is a privately owned U.S. based financial services firm established in 1991. Our mission and approach are simple. We aim to offer investors a better way to invest by providing transparent and innovative solutions - through knowing what we own, investing for the long term, employing discipline and rebalancing our portfolios. These core principles are taken into consideration in all aspects of our business and are the building blocks of our reputation. It is through these principles that First Trust’s specialist investment managers apply a robust and disciplined approach to a range of methodologies. We have a strong track record in providing a variety of rules-based, thematic and actively managed strategies investing across a range of equities, fixed income and alternatives. In delivering our message, our regional sales teams work closely with prospects and clients to distribute First Trust’s range of single-country, regional and global solutions across the world. Today, First Trust is one of the fastest growing ETF providers globally.