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


  • Noel Hillmann, Managing Director, Clear Path Analysis


  • Con Keating, Head of Research, BrightonRock Group

How should institutional investors approach a European market with compressed and negative yield


  • Noel Hillmann, Managing Director, Clear Path Analysis


  • 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



How wide and eclectic should asset allocators be in their search for yield?


  • Pádraig Floyd, Financial Journalist, Money Journey Media


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

Unconstrained fixed income – risks lurking in the shadow

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



How can institutional asset owners best navigate interest rate uncertainty?


  • Noel Hillmann, Managing Director, Clear Path Analysis


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

Absolute return fixed income funds: a case for investing

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

Hedge activity: cash flow driven investing


  • Noel Hillmann, Managing Director, Clear Path Analysis


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


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

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
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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.

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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
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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 for more information.

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