Speakers and topics
How investors can earn equity like returns from a short duration bond portfolio
AB Short Duration High Yield Portfolio
While investing in riskier high yield in front of an economic slowdown would seem counter-intuitive, Vivek doesn't think that all high yield strategies should be shunned. We believe that any economic slowdown will be benign and that investors should have a high yield allocation as part of their portfolios. Our short duration high yield strategy lets investors express this view in a lower volatility manner. Vivek will review the current trends in the high yield market along with the AB Short Duration bond strategy.
Missed opportunities within the HY investing landscape: is it ever the right time?
RBC BlueBay Global High Yield Bond Fund and RBC BlueBay Global High Yield ESG Bond Fund
Justin will discuss the market opportunity within the HY space. We hear of a lot of investors trying to time the markets and enter the asset class at the ‘right time’, but is it ever the right time? In his view, the extra income on offer from HY bonds will be harder to ignore for most allocators once we come to the end of this rate hiking cycle. The all-in-yields are enticing by historical standards and offer the potential for strong risk-adjusted returns, if accompanied with careful name selection. Justin will highlight the multiple pockets of value across BlueBay's asset classes and why it stands ready to adjust its exposure if required in light of incoming data.
The outlook for high yield bonds and the benefit of an ESG integrated investment process
JSS Sustainable Bond – Global High Yield
With central banks raising rates, what are the prospects for high yield bonds and to what degree should investors view current yield levels as attractive? Jayadev will explain how he accesses a diverse range of global high yield bonds, JSS trademarked sustainability matrix and how, by combining financial performance with a sustainable investing approach, the firm has been helping investors marry investment goals and supporting a more sustainable future since launch in 2018.
Marginal gains not stamp collecting
Premier Miton Strategic Monthly Income Bond/Premier Miton Corporate Bond Monthly Income
The benefits of marginal gains have been used in sport for years. Premier Miton's philosophy is to use marginal gains in the fixed income markets to drive similarly successful outcomes and consistent outperformance. This presentation will describe how portfolio optimisation helps navigate changing market environments.
Emerging market debt: is now the right time?
During this session, EM Debt expert Lyubka Dushanova will provide an introduction to emerging market debt and the rationale for having an allocation to the asset class. She will go on to discuss the current outlook for local and hard currency EM debt and will make the case for investing in the asset class through indexed strategies.
Market opportunities for active global credit investors
Vontobel Fund-Global Corporate Bond
Active selection in a global universe can provide both alpha and diversification. If inflation and central bank policy has peaked, what does this mean for those who have, rightly, focused on short duration until now? Marc will check the health of investment grade corporates and explain the benefits of active credit selection in driving predictable and diversified returns.