Cyclicals to regain market leadership? Ritu Vohora of M&G Investments looks at the relative positions of defensive “bond proxies” and more cyclical sectors, and proposes... Ritu Vohora Head of Equities Investment Comms M&G Investments August 1, 2017 Focus Is your portfolio insured? Ani Markova of AGF Investments looks at the current position of the equity market, arguing that the purchase of gold... Ani Markova Vice-President & Portfolio Manager AGF Investments August 1, 2017 Focus The role of absolute return bonds in LGPS investment strategies Paul Myles of BMO Global Asset Management looks at the different roles which absolute return bonds can play in the... Paul Myles Director, Institutional Business BMO Global Asset Management June 1, 2017 Focus Addressing the cashflow negative challenge In a low yield world, appropriate use of assets to combat negative cashflows within defined benefit pension schemes becomes increasingly... Colin Fleury Head of Secured Credit Janus Henderson Investors Stephen Thariyan Head of Global Credit Janus Henderson Investors June 1, 2017 Focus Using secured finance as a cornerstone in cashflow-driven strategies Sherilee Mace of Insight Investment looks at some of the benefits of secured finance assets, which possess many qualities that... Sherilee Mace Institutional Business Development Director Insight Investment June 1, 2017 Focus High fibre fixed income Matthew Craig examines how attitudes towards fixed income seem to be changing and looks at why the LGPS seems likely... Matthew Craig LAPF Investments June 1, 2017 Focus Fixed income and impact investing – fashion or fundamental change? Alexandra Noble of Noble & Associates looks at how the investment landscape is changing for ethical investors Impact Investing, despite being... Alexandra Noble Director Noble & Associates June 1, 2017 Focus Building flexible credit portfolios for better risk-adjusted returns Andrew Swan of M&G Investments looks at the advantages of private credit assets, which can perform a variety of different... Andrew Swan Director, Fixed Income M&G Investments June 1, 2017 Focus Real reassurance As local authority pension funds look to adapt to the prospect of cash flow challenges, Matthew Craig examines the role... Matthew Craig LAPF Investments April 1, 2017 Focus Localisation: meeting infrastructure needs in the 21st century Gregory Smith of InstarAGF Asset Management suggests how the complexities faced by today’s towns and cities can be simplified by... Gregory Smith President and CEO InstarAGF Asset Management April 1, 2017 Focus