Institutional Fixed Income, North America 2023
Institutional Fixed Income, North America 2023
Asset owners have been faced with an increasingly complex investment landscape to navigate with fixed income coming under substantial strain. Having to deal with fast paced market shocks and recovery during 2021 has initiated a re-examination of whether traditional allocation rules are still viable in the current climate.
The relationship between fiscal and monetary policy has become increasingly intertwined, provoking thought leaders to question whether Central Banks will remain independent, as well as the trajectory of quantitative easing and inflation.
Designed with the input of asset owners, Institutional Fixed Income Investor, North America 2023 report brings together the community of North American investment leaders and asset allocation experts at U.S. and Canadian based retirement funds and insurance groups.
WHITEPAPER: Time for the next level: Upgrading our green bonds methodology
• Xuan Sheng Ou Yong, ESG Analyst, BNP Paribas Asset Management
• Malika Takhtayeva, Sustainable Fixed Income Lead, BNP Paribas Asset Management
FIRESIDE CHAT: The challenges of being a fixed income manager today
• Rip Reeves, Chief Investment Officer, AEGIS Insurance
• Aaron Diefenthaler, Chief Investment Officer, RLI Company
PANEL DISCUSSION: Inflation, the Fed, and Geopolitics: Prognosis for the global economy and the impact on fixed income
• Michael Ashton, “The Inflation Guy” and Managing Principal at Enduring Investments
• Tom Heck, Chief Investment Officer Emeritus, Ball State University
• Aaron Diefenthaler, Chief Investment Officer, RLI Company
PANEL DISCUSSION: Where are institutional investors deploying their capital in the current environment?
• Peter Ehret, Director of Internal Credit, Employees’ Retirement System of Texas
• Gary Aiken, Chief Investment Officer, AAFMAA
• Nelson A. Pereira, Principal, Investment Director – Alternatives, Mercer
INTERVIEW: High rates a primary pain point in US fixed income investing
• Sean Saia, Investment Director, Loomis, Sayles & Company
- Investment Strategy And Asset Class
- Aaron Diefenthaler
- Gary Aiken
- Malika Takhtayeva
- Michael Ashton
- Nelson A. Pereira
- Peter Ehret
- Rip Reeves
- Sean Saia
- Tom Heck
- Xuan Sheng Ou Yong
- AAFMAA
- AEGIS Insurance
- Ball State University
- BNP Paribas Asset Management
- Employees' Retirement System of Texas
- Enduring Investments
- Loomis Sayles
- Mercer
- RLI Company
- Fixed Income
BNP Paribas Asset Management (‘BNPP AM’) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. BNPP AM aims to generate long-term sustainable investment returns for its clients, based on a unique sustainability-driven philosophy. BNPP AM’s investment capabilities are focused around five key strategies: High Conviction Strategies, Private Debt & Real Assets, Multi-Asset, Quantitative & Solutions (MAQS), Emerging markets and Liquidity Solutions, with investment processes incorporating quantitative and fundamental analysis.
Sustainability is embedded within BNPP AM’s strategy and investment decision-making. Among the leaders in thematic investment in Europe, BNPP AM contributes to the energy transition, environmental sustainability and the promotion of equality and inclusive growth. BNPP AM currently manages EUR 488 billion of assets (EUR 605 billion of assets under management and advisory) and benefits from the expertise of around 500 investment professionals and around 400 client servicing specialists, serving individual, corporate and institutional clients in 69 countries.
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, risk-adjusted returns for clients.
