|Name||BRENDAN WALSH, PHD, PRM|
|Job title||Fund Manager, Multi-asset, Co-fund manager, AIMS Target Income and target return funds|
|Title||Aviva Investors Multi-Strategy - Because No One Can Predict the Future|
|Content||One of the main challenges for today’s investor is how to generate returns, be it for growth or income. Brendan Walsh will explain how as a global asset manager with expertise in fixed income, equity, real estate, multi-asset and alternative investments, Aviva Investors is well-placed to|
exploit a multi-strategy approach that aims to deliver specific outcomes for investors.
|Biog||Joined investment industry: 2006|
Joined Aviva Investors: 2010
Brendan manages the AIMS Target Return and Target Income funds.
Experience and qualifications
Previously, Brendan managed the cyclical asset allocation overlay on the Aviva with profits funds. Prior to joining Aviva Investors, he worked at Standard Life Investments as one of the original members of the Multi-asset team which launched the GARS product under Euan Munro.
He has a doctorate in Seismic Exploration and a degree in Geophysics from the University of Edinburgh. In addition, he is an accredited Professional Risk Manager
|Job title||Senior Portfolio Manager—Fixed Income|
|Title||US High Income: Higher Yields Are Back, But Stay Balanced in Volatile Markets|
|Content||Markus Peters discusses why there remains compelling opportunities in fixed income in the US markets. He addresses the outlook for interest rates and credit spreads as well as default rates. Peters illustrates the importance of a balanced approach to income investing at times of volatility and uncertainty. He highlights a portfolio approach which has successfully weathered through crises and interest rises since 1993.|
|Biog||Markus Peters joined AB in 2014 as a Senior Portfolio Manager for Fixed Income. In his client-facing role, he represents the market views and investment strategies of the firm’s Fixed Income portfolio-management team. Peters previously served in a similar role on the fixed-income team at M&G Investments. He holds an MA in communications, psychology and sociology from RWTH Aachen University and an MSc in politics and government in the European Union from the London School of Economics. Location: London|
|Job title||Fund Manager|
|Company||Investec Asset Management|
|Title||Emerging Market Local Currency with low volatility|
|Content||Emerging markets represent 40% of global GDP and have generated the bulk of all new economic activity over the past 15 years. Although emerging markets have encountered some headwinds lately, their growth will likely continue to exceed developed markets. After years of good returns, emerging market debt have seen some negative and volatile return years recently, and they now offer value versus developed market bonds. Our total return approach, unconstrained by a benchmark, may be an attractive option. It can avoid being trapped by the unrewarded risk reflected in the most common benchmarks and thereby aim to achieve benchmark returns at lower volatility. In the current environment, countries with a high degree of structural resilience are likely to outperform on the medium term.|
|Biog||André is co-head of Emerging Market Fixed Income at Investec Asset Management. He is portfolio manager for our Total Return EMD and African Fixed Income strategies. André relocated to Singapore in 2014 to help build the Asian fixed income business. Previously André had spent 14 years leading and developing the South African fixed income business. Prior to joining the firm in 1999, he was the deputy director general of the Department of Finance, where he took responsibility for macroeconomic, fiscal and tax policy and intergovernmental fiscal relations. Prior to that, André spent two years at the Development Bank of Southern Africa. This followed a distinguished academic career during which he published on fiscal and development issues. André holds a Master of Philosophy degree in Economics from Cambridge University, a Master of Science degree in Mathematics from Oxford University and a Bachelor’s degree from the University of Cape Town.|
|Job title||Fund Manager|
|Company||Columbia Threadneedle Investments|
|Title||Emerging Markets – Where next from here?|
|Content||Georgina Hellyer will discuss the outlook for Emerging Market Equities. Have Emerging Market economies gone through sufficient rebalancing to weather further interest rate hikes by the Fed? Which countries have made the most progress and which still look vulnerable? Will the recent pick-up in the Chinese economy be sustained? And what are the implications for the rest of emerging markets of China’s attempt to transition to a more consumption-driven growth model. |
She will also discuss which areas within Emerging Market Equities look most attractive at the moment and how the Columbia Threadneedle Global Emerging Market funds are positioned to reflect the team’s current macro views.
|Biog||Georgina Hellyer joined the company in 2011 as an analyst on the global emerging market equities team and has specific responsibility for stock analysis and idea generation in the materials and energy sectors. In 2013, Georgina became a portfolio manager and is currently deputy portfolio manager on a number of Emerging Markets portfolios.|
Before joining the company, Georgina worked at Aviva Investors.
|Job title||Head of Discretional and Total Return Investments|
|Title||Value creation EMERGING in the short term as well|
|Content||The main central banks in the advanced countries, by targeting government bond purchases and imposing negative deposit rates, have greatly complicated the management of products focused on fixed income instruments. In order to achieve positive return, investors are increasingly exposed to interest rate, exchange rate, and credit risks.|
Epsilon Fund Emerging Bond Total Return LU0365358570 by investing in bond instruments that are not eligible for direct purchase by central banks, and by minimizing the credit, the exchange rate and the volatility risks tied to emerging bond, offers to institutional investors a valid alternative to negative yields on the short end of the curve.
Luca Sibani, Epsilon Sgr’s Head of Discretionary Investments and Total Return, offers us a greater insight on the investment process and the current portfolio composition under this strategy, which stands out for its uniqueness in the international panorama and for the consistency of its performance.
|Biog||Sibani’s career in the asset management industry started in 1997 when he joined the fixed income team of Fondigest SGR now Eurizon Capital. In 2000 he was appointed Head of Emerging Fixed Income funds and in 2005 he became Head of Global Bonds team of CAAM SGR now Amundi Italia. In 2009 he moved to Epsilonsgr as Head of Discretional and Total Return Investments. Luca Sibani was previously employed by Chase Manhattan Bank of New York in the private banking division and by Epstasim as a trader of swaps and derivatives on interest rates.|
Luca graduated from University of Bologna in business administration and is a CFA Charterholder since 2000.
|Name||Nicolas Just, CFA|
|Job title||Head of active model-based global and regional equity management|
|Company||Natixis Global Asset Management|
|Title||Seeyond MinVariance: an active approach to Minimum Volatility investing|
|Content||With today’s markets characterized by low rates, increased volatility, and episodic crises, equities still enjoy an attractive risk premium, but investors are being faced with a major dilemma: how to capitalize on this risk premium while limiting drawdown risk?|
Seeyond’s MinVariance strategy proposes an original approach to equity investing, designed to exploit market inefficiencies and maximize the risk-adjusted return of the portfolios.
The strategy uses active risk management to build robust and diversified portfolios, presenting attractive behavior versus traditional passive or fundamental-based approaches, capable of weathering market turmoil and providing consistent performance over time.
|Biog||Nicolas Just is currently head of active model-based global and regional equity management within Seeyond*, an investment division of Natixis Asset Management. He joined the Japanese equities management team of Natixis Asset Management in June 2006 as an analyst / equity portfolio manager. In 2008, he became head of the model-based Equity management team and then head of the Core Equity management team at the end of 2010.|
Mr Just began his career in 1994 as a Trader in derivatives in New York for Société Générale before being a consultant specialised in strategy for Cabinet Mars & Co. Then he joined Exane as Head of the sell-side analysts’ team which dealt with the distribution field. His work was thus related to the European equities market. Nicolas Just graduated from HEC Paris and from the CFA Institute and holds a master from the Community of European Management Schools.
* Seeyond is the structured product and volatility management investment division of Natixis