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With the historically long period of low interest rates seeming to have no end in sight, an increasing number of institutional asset allocators are considering higher income earning investment areas. With strong and consistent returns shown in the high yield, multi-credit and emerging market fixed income sectors, asset allocators are faced with a growing array of choice. However, the same issues of appropriate manager selection, risk management plus the conundrum of in-house versus external management of fixed income investments remains a headache many asset owners are still to overcome.

The Investing in Fixed Income, Europe report will bring together those charged with investment selection to assess topics such as, developing a mid to long term allocation strategy, exploring higher returning fixed income areas, the balance between in-house and external management and a focus on new and emerging fixed income areas.

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SECTION 1

CONSTRAINED MARKETS AND ASSET ALLOCATION

1.1 INTERVIEW:
Assessing the challenge of reduced market liquidity: when might it grow and how can asset allocators’ best invest to achieve target returns?

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Con Keating, Head of Research, BrightonRock Group

1.2 ROUNDTABLE DEBATE:
How should institutional investors approach a European market with compressed and negative yield

Moderator:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

  • Christian Jochum, Managing Director, Head of Regional Investment Management – Europe, Zurich Insurance Company
  • Con Keating, Head of Research, BrightonRock Group
  • Andrew Reid, Trustee Director, Abbey Life Staff Pension Scheme
  • Tony Wong, Head of Global Research, Invesco Fixed Income

1.3 WHITE PAPER: Bond market liquidity – do low watermarks signal drought? A view from the

  • Tony Wong, Head of Global Research, Invesco Fixed Income

SECTION 2

MOVING UP THE YIELD CURVE

2.1 ROUNDTABLE DEBATE:
How wide and eclectic should asset allocators be in their search for yield?

Moderator:

  • Pádraig Floyd, Financial Journalist, Money Journey Media

Panellists:

  • Mark Hedges, Chief Investment Officer, Nationwide Pension Fund
  • Giles Payne, Director, HR Trustees
  • Alan Higgins, Chief Investment Officer, Coutts
  • Representative, Newton Investment Management

2.2 WHITE PAPER:
Unconstrained fixed income – risks lurking in the shadow

  • William J. Adams, Chief Investment Officer, Fixed Income, MFS

SECTION 3

DURATION RISK

3.1 INTERVIEW:
How can institutional asset owners best navigate interest rate uncertainty?

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Phil Apel, Head of Fixed Income, Henderson Global Investors

3.2 WHITE PAPER:
Absolute return fixed income funds: a case for investing

  • Andrew McDougall, Fixed Income Portfolio Manager - Principal, Mercer Investments

3.3 INTERVIEW:
Hedge activity: cash flow driven investing

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Norbert Fullerton, Partner - Financial Strategy Group (FSG), Mercer Investment Consulting

SECTION 4

4.1 ASSET ALLOCATION CASE STUDY:
Preferred securities – an oasis in the fixed income desert

  • Matthew Byer, Executive Director and Chief Operating Officer, Spectrum Asset Managers, an affiliate of Principal Global Investors

4.2 WHITE PAPER:
Investor double take - US agency mortgage backed securities: allocating to US Agency MBS during a Fed tightening cycle

  • Rich King, Head of Structured Investments, Invesco Fixed Income

Paul Brain

Investment Leader - Fixed Income, Newton Asset Management

Matthew Byer

Executive Director & Chief Operating Officer, Spectrum Asset Managers, Principal Global Investors

Phillip Apel

Head of Fixed Income, Henderson Global Investors Limited

William J. Adams

CFA Chief Investment Officer – Global Fixed income, MFS

Tony Wong

Head of Global Research, Invesco Fixed Income, Invesco Asset Management Limited

Christian Jochum

Managing Director, Head of Regional Investment Management - Europe, Zurich Insurance Customer

At Invesco Perpetual, we believe the future of long­term investing lies firmly in active management. Recognised for delivering diversified investment strategies, Invesco
Perpetual benefits from the skills and resources within Invesco Ltd.’s global business. We are committed to developing ideas from around the world and tailoring them appropriately for the benefit of our clients locally.


Henderson Global Investors is a leading independent global asset management firm. The company provides its institutional, retail and high net-worth clients access to skilled investment professionals representing a broad range of asset classes. Henderson is one of Europe's largest investment managers, with £81.5bn assets under management and employs around 900 people worldwide.

Newton Investment Management is a London-based, global investment management firm, providing a focused range of investment products and services to clients from around the world.
Our global, thematic approach provides the perspective that is a defining feature of our process. In conjunction with our rigorous fundamental analysis we build high-conviction investment portfolios designed to meet the requirements of our clients.
Principal Global Investors is a diversified asset management organisation and a member of the Principal Financial Group®. Principal Global Investors has US$341.0 billion assets under management and, with its affiliates, employs more than 1,770 staff globally, including over 570 investments professionals*. Principal Global
Investors offers a single-point of access to its world-class investment boutiques.
*As of 30 September 2015
Established in 1924, MFS is an active, global asset manager. Our investment approach has three core elements: integrated research, global collaboration and active risk management. We manage US$423.9 billion (as of 30/11/15) in assets on behalf of individual and institutional investors worldwide. Please visit mfs.com for more information.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.
Alpha Journal is a digital publication with a global focus on alternative investment funds targeted at a readership of institutional investors and asset managers. The editor, Margie Lindsay, created a reputation while executive editor of Hedge Funds Review for producing well-written, authoritative content, with access to the biggest names in the industry and an eye on exciting emerging managers.
Since 2012 the portfolio institutional awards recognise excellence in institutional investors. The awards honour investors who are exemplary and forward thinking in how they manage their investments or a particular investment type or area in 10 categories. Only institutional investors are eligible for nomination; asset managers and other financial service providers are not eligible for nomination but can sponsor the event.
Each award category is judged by specially selected category juries, supervised by an academic panel.
The annual awards gala dinner is by invitation-only – for asset owners, investment consultants and sponsor representatives.
The Fixed Income Leaders Summit is the only conference designed by the buy side for the buy side to help you source solutions to your key credit and rates trading pain points.