Speakers and topics

More to be announced soon

Is 2025 the year of duration?

The US is kicking off the year strong, with an unstoppable labour market and a mix of favourable and adverse supply-and-demand shocks from the Trump administration's policies. This dynamic environment sets the stage for another year of fluctuating expectations for the Fed and other central banks worldwide. After four years of lagging behind cash, bonds are now looking attractive.

Fund manager
Carmignac

Abdelak joined Carmignac in 2021. He began his career in 2001 as a Java and C ++ developer at IBM in Silicon Valley before joining HSBC Asset Management in 2005, where he held the positions of quantitative analyst and global bond fund manager in Paris from 2005 to 2013, then emerging markets fixed income fund manager in New York from 2013 to 2016. In 2016, he joined American Century Investment in London as global macro manager until 2021.

Business development director
Carmignac
Business development manager
Carmignac

Inflation v fixed income returns: how to outperform in an uncertain world

The strategic bond sector is designed to offer investors a range of bond funds with compelling returns through the cycle. In reality, very few funds are able to consistently outperform during up and down markets. Close Brothers believes that a nimble, ‘deep’ research-driven approach to bond selection can generate a strong income and a fund for all market environments.

Head of fixed income
Close Brothers Asset Management

Andrew joined Close Brothers Asset Management in 2016. He is the co-manager of the Sustainable Select Fixed Income Fund and chair of the fixed income committee. He started his career in 2008 and has always worked in fixed income as an analyst or portfolio manager. Before joining Close Brothers, he spent four years at Vanguard AM. He was also a portfolio manager at Phoenix Group and an analyst at Moody’s and Barclays Capital.