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 May we live in interesting times Matthew Craig looks at how an uncertain market is affecting decision-making at local authorities Fixed income used to be a reliable,... Matthew Craig LAPF Investments April 1, 2015 Focus Opportunities in commercial real estate debt Paul House of Venn Partners examines the opportunities in real estate debt that have emerged following a more cautious approach... Paul House Managing Partner, Real Estate Venn Partners April 1, 2015 Focus Investing in credit to meet short- and long-term cash flows Forced to consider the possibility of future negative cash flows, pension funds may find what they are looking for in... Paul Richmond Senior Solutions Specialist Insight Investment April 1, 2015 Focus The big impact of small print in credit Annabel Gillard of M&G Investments looks at how an in-depth knowledge of structured credit can open up opportunities in the... Annabel Gillard Director of Fixed Income M&G Investments April 1, 2015 Focus The de-risking challenge for local authority pension schemes A fall in bond yields has led to a rise in value of future pension fund liabilities. Neil Falconer of... Neil Falconer Head of LDI Aberdeen Asset Management April 1, 2015 Focus Advocating stewardship in fixed income portfolios Martin Price and Natasha Landell-Mills outline why ESG factors can be key when making investment decisions Many institutional investors are looking... Martin Price Fund Manager Sarasin Natasha Landell-Mills Head of Environmental, Social and Governance (ESG) Research Sarasin June 1, 2014 Focus Social bonds We have recently seen growing interest in social investment, which Big Society Capital, an independent financial body established by the... Simon Bond Fund Manager Threadneedle June 1, 2014 Focus Multi-Asset Credit – the future of credit investing As investors continue to find it difficult to generate sufficient returns from the traditional approach to asset allocation, Ross Pamphilon... Ross Pamphilon Co-Chief Investment Officer & Portfolio Manager ECM June 1, 2014 Focus Evolution of an asset class: secured credit A reduction in bank lending has contributed to new opportunities in credit. Mark Fulwood of Henderson tells us more The challenges... Mark Fulwood Director of Institutional Business Henderson Global Investors June 1, 2014 Focus Striking the right balance Low yields have been providing challenges for fixed income investors. Richard Ryan explains how M&G Investments tackles the risk/reward conundrum Over... Andrew Swan Director of Fixed Income M&G Investments Richard Ryan Senior Fund Manager M&G Investments June 1, 2014 Focus The case for multi-sector credit Michael Temple and Jonathan May of Pioneer Investments make the case for a strategy that provides a comprehensive approach to... Michael Temple Head of Credit Research Pioneer Investments Jonathan May Head of UK Institutional Business Pioneer Investments June 1, 2014 Focus Easing the constraints John Dewey and Stuart Jarvis of BlackRock discuss flexible fixed income investing in a portfolio context Turbulent conditions continue to make... John Dewey Client Solutions Team BlackRock Stuart Jarvis Client Solutions Team BlackRock June 1, 2014 Focus Where now for fixed income at local authorities Fixed income is a highly important and challenging asset class for pension funds. It is the ballast for many funds,... Matthew Craig LAPF Investments June 1, 2014 Focus The road less travelled: looking beyond the mainstream to enhance portfolios Since 2009, financial headlines have been anything but uplifting. despite this, Bernard Abrahamsen M&G feels that exciting opportunities exist for... Bernard Abrahamsen Head of Sales and Distribution M&G Fixed Income July 17, 2013 Focus
