AGENDA

Registration and morning coffee
08:20  to  08:50 v Venezia Chamber
Welcome and market intelligence
08:50  to  09:10 v Golden Hall
Emerging market debt – unlocking attractive risk/reward in evolving market conditions
09:10  to  09:30 v Golden Hall

Liam will discuss Aviva’s asset allocation outlook across the major EMD asset classes, highlight its expectations for returns and outline why he believes that evolving market conditions will deliver strong risk adjusted returns.

Speaker:
Liam Spillane. Head of emerging market debt. Aviva Investors.
Multi-sector credit investing: flexibility for the period of uncertainty ahead
09:30  to  09:50 v Golden Hall

Indiscriminate investing in fixed income asset classes may have produced positive returns in recent years, but going forward, Jennifer will argue, a more dynamic approach to credit investing is warranted to best capture returns in a potentially challenging fixed income market. 

Speaker:
Jennifer Hartviksen. Senior portfolio manager, global high yield and multi-sector credit. Invesco.
Coffee break
09:55  to  10:10 v Venezia Chamber
Investing in a turning cycle: earning complexity premia with the benefit of collateralisation
10:15  to  10:35 v Golden Hall

Alexander is an advocate of structured credit. He will outline the complexity premia inherent in structured credit and the fundamental stress resistance which is an important feature in a late-cycle environment. Alexander argues that CLOs are one of the most attractive credit investments..

Speaker:
Alexander Ohl. Senior portfolio manager, head of credit solutions. Union Investment.
The currency allocation return strategy – a liquid, concentrated source of alpha
10:35  to  10:55 v Golden Hall

Stephen will offer perspectives on the challenges facing asset allocators face at the moment and the role that liquid alternatives can play – and whether consensus approaches are working. He'll focus on how a value-led, fundamentals-based approach to active currency can help investors achieve better portfolio construction outcomes.

Speaker:
Stephen Friel. Investment specialist, investment solutions EMEA. UBS Asset Management.
Panel debate
10:55  to  11:15 v Golden Hall
Lunch
11:15  to  12:15 v Green Chamber
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March
28
Starts: 09:00 AM

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