Speakers and topics
Asymmetric returns: why select a fixed income total return approach
Candriam Bonds Total Return Fund
Candrium's goal is, ultimately, to offer an offer asymmetric return profile, allowing investors to participate in bond market upturns, but offering strong downside protection in downturns. It aims to provide returns in excess of cash, while over the longer term, it believes the strategy should be able to provide returns above a global aggregate benchmark with less volatility. It also aims to achieve an average ESG profile that is significantly better than that of the markets it invests in.
Navigating the storm: unveiling a resilient global macro fixed income strategy in an era of volatile markets and global uncertainties
FP Carmignac Global Bond
Abdelak Adjriou, portfolio manager, will discuss how a completely non-benchmarked, active, flexible global macro fixed income fund, is crucial to navigate across cycles and how the current environment can create investing opportunities. The strategy benefits from a multitude of alpha sources across all bond sub-sectors, including interest rates, credit and currency strategies in both developed and emerging markets.
A strategic bond fund offering the best attributes of the corporate, high yield and strategic bond sectors
Close Sustainable Select Fixed Income Fund
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.
Staying ahead of the curve by embracing a go-anywhere strategy
Strategic Income Fund
There is good reason for fixed income investors to be positive in 2024: inflation globally has started to fall after remaining stubbornly high for most of last year; the rate-hiking cycle looks to have done its job; and the focus has rightly shifted to the timing of first cuts. In addition, yields across fixed income are high. However, in environments like this, when much can change quickly and central bank decisions are coming thick and fast, the need for a ‘go anywhere’ bond strategy that spans government bonds, investment grade, high yield and emerging markets, as well as more specialist sectors such as subordinated financials and asset-backed securities, becomes even more imperative.