The Baillie Gifford Strategic Bond Fund is a global best ideas fund that is actively managed through bond selection and strategic asset allocation that follows a through-the-cycle approach and strategically allocates between investment grade and high yield bonds. In this presentation, Lesley will discuss how the fund has followed a long-term fundamentals-driven methodology since the fund’s inception in 1999.
Leslie Dunn, investment manager
Lesley is an investment manager in the high-yield team and is a CFA charterholder.
Ritchie will discuss how a diversified, multi-sector approach to short duration fixed income investing can provide attractive risk-adjusted returns with low volatility, primarily though positions in investment grade credit. He will also explore how investing in true short duration securities provides for an consistent return profile across a range of market conditions and how investors might consider incorporating multi-sector short duration into their portfolios.
Ritchie Oriol, investment strategist
Ritchie is responsible for providing the portfolio teams with investment insight
After the market turmoil of 2018, Mark will discuss in this presentation the opportunities this new world offers for investors and the benefits of a fund offering a discretionary, macro portfolio.
Mark Nash, partner and portfolio manager,
Merian Global Investors
Mark joined the company in June 2016 and is head of fixed income.
Chris will provide an overview of the absolute return credit landscape, focusing on investment grade credit and discussing current fixed income markets and drivers of sentiment.
Chris Bowie, partner and portfolio manager,
Daniel will discuss how an innovative approach to investing in emerging market debt is essential for successful returns and risk management in this vastly expanding and exciting asset class. He will explore the evolution of the emerging market debt universe and explain why benchmarks and liquidity continually fail investors today.
Daniel Moreno, head of emerging market debt,
Mirabaud Asset Management
Daniel joined Mirabaud in 2017 bringing 20 years’ experience of emerging market debt
The only thing that is certain within markets, is that uncertainty is on the rise. Political risks loom, economic data has been shaky and market participants remain jittery after a challenging 2018. However, with this uncertainty comes increased opportunity. Linda will discuss the outlook for fixed income and why investors should re-evaluate the way they invest in bond markets.
Linda Raggi, portfolio manager,
Emerging market fixed income can offer compelling risk-rewards, but how can risks be assessed and isolated? And can the rewards be captured reliably and repeatedly? Sergey will discuss why he believes that a differentiated fundamental approach to investing in emerging market corporate bonds can fulfil seven key goals of fixed income investors today.
Sergey Goncharov, portfolio manager and senior credit analyst,