Adrian Bender joined Vontobel Asset Management as Client Portfolio Manager in July 2016. In this role, he is the focal point for all marketing and sales related work streams for the Flexible Bonds and Emerging Markets Bonds product range, addressing queries as well as representing the portfolio managers in client meetings. Prior to joining Vontobel, from 2010 to 2016, he was a Senior Product Specialist at Amundi in London and responsible for Global Fixed Income (Emerging Markets Debt, Global Credit, Global Sovereign), Absolute Return and Forex assets. In his most recent function, he was Head of the GFI Product Specialists at Amundi, servicing sales managers and their institutional, distribution, insurance and corporate investors globally. Adrian has more than 20 years of industry experience and worked in different client facing and product specialist roles at Banque Credit Lyonnais, Credit Agricole and Amundi in Paris and London. Adrian Bender holds a BA in European Business Administration from Middlesex University -ESC Reims (CESEM).
Topic: The Emerging Universe of Opportunities
The emerging market bond asset class tends to be driven by short-term news flow, which often takes precedence over fundamentals, resulting in irrational investor behavior. This creates mispricing scenarios which can be exploited by active investors who are able to take a contrarian view when markets behave whimsically. At the heart of our investment philosophy we want to capture value and event-driven opportunities.
The implementation of our investment philosophy is tailored to the unique characteristics of each of these segments. In hard-currency debt, the focus is on value-driven inefficiencies. In corporate bonds, we see also plenty of event-driven opportunities we can capture. In local-currency debt, we apply a broader approach that mixes bottom-up elements with top-down considerations, such as governance and structural development of emerging market countries.
Join us to learn more about our high-conviction and contrarian approach, combining bottom-up and relative-value strategies in order to extract alpha from this emerging universe of opportunities.