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.
Liam Spillane, head of emerging market debt
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.
Jennifer Hartviksen, senior portfolio manager – global high yield,
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.
Stephen Friel, investment specialist solutions EMEA,
UBS Asset Management
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..
Alexander Ohl, senior portfolio manager, head of credit solutions,
Alexander is responsible for structured products and is head of the credit solutions team.
Published by Last Word Media (UK) Limited, Fleet House, 1st Floor, 59-61 Clerkenwell Road, London, EC1M 5LA. Copyright © 2018. All rights reserved. Company Reg. No. 05573633. VAT. No. 872 411 728. ISSN 2397-284X
Expert Investor provides up-to-the minute news, tools and professional resources for key fund selectors and distributors across Europe in both the wholesale and institutional sectors. No news, articles or content may be reproduced in part or in full without express permission of Expert Investor.