Investors often invest in EMD through a tradition allocation approach with external and/or local debt. Richard will explain his belief that this framework overlooks the underlying drivers of the asset class, which includes duration, credit and currency. He will argue that an unconstrained total return approach can help actively manage these drivers while also addressing the problems of volatility and drawdowns.
Richard Adams, senior investment director, American Century Investments, cooperation partner from Nomura Asset Management Europe
Richard is vice-president and a senior investment director. He is responsible for representing the firm’s investment capabilities and views across all asset classes to clients in EMEA.
After a very strong start to 2019, fixed income investors face the headwinds of a low/negative rate environment, tighter spreads in credit markets and an uncertain macro backdrop. By emphasising both income generation and downside risk management, Matthew will discuss how the absolute return income approach can enhance returns for the level of risk taken while maintaining credit quality.
Matthew Argent, investment director,
Janus Henderson Investors
Matthew is an investment director on the fixed income team. Prior to joining Henderson in 2009, he was as an investment consultant and actuary at Deloitte. He has 16 years’ financial industry experience.
Head portfolio manager – global credit,
Nikko Asset Management
Partner and portfolio manager,
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