Jørgen Kjærsgaard, Co-Head—European Fixed Income; Director—European and Global Credit
Fund: AB European Income Portfolio
Escape the Negative Yield Environment While Safeguarding Your Capital
Earning investment income today is challenging. With negative or near zero rates of interest from government bonds, investors need a proven approach to generate income while safeguarding their capital. As more banks will likely transfer negative interest rates to depositors, holding cash in Europe would mean a certain loss on savings. That’s why neither the low yields nor tighter valuations in corporate bonds have stopped the flows moving from cash into fixed income markets, which remain supported by ultra-accommodative central banks.
Ken Van Weyenberg, Senior Client Portfolio Manager – Thematic Global Equity
Fund: Candriam Sustainable Equity Climate Action
Climate Action: A Multi-Decade Investment Global Solution Providers
Climate Change is an unprecedented challenge, but at the same time a multi-decade investment opportunity.
Mohamed Lamine Saidi, Senior Fund Manager, Emerging Markets Equity
Fund: Candriam Sustainable Equity Emerging Markets
Sustainable & Responsible Investing in Emerging Markets
Candriam’s SRI Equity Emerging Markets process is built on our strongly held belief that companies which embrace sustainability-related opportunities and challenges in concert with their financial opportunities and challenges are the most likely to generate long-term shareholder value.
We apply our fundamental Emerging Markets Equity philosophy to the ESG investible universe. We believe a conviction-driven investment approach can generate superior returns in Emerging Markets. Our experience has been that a portfolio of attractively priced quality companies with strong and sustainable growth will generate consistent excess returns. We also believe a thematic approach identifying supportive trends can generate superior returns relative to the more traditional top-down allocation.
Edmond de Rothschild (1)
Nicolas Leprince, Lead Portfolio Manager of EdRF Bond Allocation
Julien Tisserand, Co-Manager of EdRF Bond Allocation
Fund: Edmond de Rothschild Fund Bond Allocation
Why Favour a Flexible Bond Approach in the Current Market Environment
In this low yield environment, we will discuss the fixed income sectors and strategies ranging from credit, rates to inflation, emerging debt which continue to offer an attractive risk-return profile. We will detail why an active and flexible bond allocation is key for delivering robust alpha.
Edmond de Rothschild (2)
Ada Cerne, Managing Director, Infrastructure & Structured Finance Advisory
Jean-Francis Dusch, CEO of EDR (UK), CIO of Infrastructure Debt
Fund: Bridge-V Senior and Bridge-V Yield Plus as part of the Bridge Platform
Why Infrastructure Represents an Attractive Fixed Income Offering
RWC Partners (1)
Colin Liang, Portfolio Manager
Fund: RWC China Equity Fund
Capturing Best Growth Opportunities in China
Description of speech content: The Chinese stock market is structurally benefited from under-representation in global equity indices, more sophisticated investor base and vibrant economic growth. The skewed distribution of stock return is a fertile ground for stock pickers. We aim to capture Chinese growth stocks at the best part of their business cycles, leveraging combined top-down, thematic and bottom-up researches.
RWC Partners (2)
Davide Basile, Portfolio Manager
Justin Craib-Cox, Co-Portfolio Manager
Fund: RWC Global Convertibles Fund
Benefitting from Convertibles Today
The current environment presents significant challenges for investors, with low rates, tight credit spreads and arguably stretched equity valuations and a potentially volatile backdrop given the many uncertainties that persist today. Convertibles can offer investors a compelling way to navigate this challenging period.
Vontobel Asset Management (1)
Marco Lenfers, CFA, Client Portfolio Manager, Director
Fund: Vontobel Fund Clean Technology