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Asset owners are facing an onslaught of differing pressures from policy makers, economic changes, and the market whilst seeking either a growth objective or liability matching investment plan. These challenges have led to a deep exploration of how to allocate effectively within the fixed income space.

This report follows the annual Institutional Fixed Income Virtual Summit 2020, and explores untapped opportunities, challenges surrounding matching assets, and crucial yield generating strategies. In addition to exploring macro-level themes such as fiscal policy and regulatory transparency and the continued integration of ESG, providing and holistic view of the fixed income market.

This report brings together Chief Investment Officers, Heads of Investment Strategy, Chief Economists amongst other thought leaders in the institutional finance industry from the United Kingdom and wider Europe. The report facilitates debate and discussion between thought leaders related to the existing challenges and trends gaining traction within the fixed income universe.

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SECTION 1

OPPORTUNITIES AND CHALLENGES

1.1 WHITEPAPER: Making the case for indexing your bonds: why you should reconsider Fixed Income ETFs and their role in your investment portfolio

- iShares

1.2 ROUNDTABLE DEBATE: Balancing reach, risk and reward: what do untapped fixed income opportunities look like and what are the key risks to be wary of?

Moderator:

- Noel Hillmann, CEO, Clear Path Analysis

Panellists:

- Daniel Blamont, Head of Investment Strategy, Phoenix Group

- Rupert Stow, Chief Investment Officer, Utmost Worldwide

- Hitendra Varsani, Quantitative Investment Strategist, MSCI

1.3 INTERVIEW: Exploring the challenges and drawbacks of using private credit and private debt investments to match assets

- Mark Hedges, Chief Investment Officer, Nationwide Pension Fund

1.4 ROUNDTABLE DEBATE: What key strategies facilitate continued yield generation and ways to effectively manage risk despite the ultra-low interest rate environment?

Moderator:

- Sara Benwell, Editor, Insurance-Investor.com

Panellists:

- Ian Rogers, Senior Manager - Investment Capital Analysis, Scottish Widows

- Erik Davey, Director, SECOR Asset Management

- Kris Lasocki, Investment Manager, Royal Mail Pension Plan

- Khuram Sharih, Global Fixed Income / High Yield & Global Multi Asset & Absolute Return Credit, Royal London Asset Management

1.5 WHITE PAPER: Evaluating secure income opportunities and their changing role during financial market recovery

- Boris Mikhailov, Client Solutions Director, Alpha Real Capital

SECTION 2

MONETARY POLICY

2.1 WHITEPAPER: Exploring global growth, unconventional monetary policy and the increasing momentum around government bonds in EM countries

- Alexander Plekhanov, Director, Transition Impact and Global Economics, European Bank for Reconstruction and Development

2.2 WHITEPAPER: A “New Dawn” for fiscal policy: What does it mean?

- Yael Selfin, Chief Economist, KPMG

SECTION 3

ESG INTEGRATION

3.1 WHITEPAPER: ESG is everywhere and has reached the shores of Fixed Income. What does it look like for this asset class where you don’t get voting rights?

- Stephen Yeats, Senior Managing Director and Head of Fixed Income Cash and Currency – EMEA, SPDR ETFs

3.2 WHITEPAPER: The Industrialization of ESG Investment

- Simon Robinson, Director – Product Management, Moody’s Analytics

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s third-largest asset manager with US $2.69 trillion* under our care.

Moody’s Analytics provides financial intelligence and analytical tools to help business leaders make better, faster decisions. Our deep risk expertise, expansive information resources, and innovative application of technology help our clients confidently navigate an evolving marketplace. We are known for our industry-leading and award-winning solutions, made up of research, data, software, and professional services, assembled to deliver a seamless customer experience. We create confidence in thousands of organizations worldwide, with our commitment to excellence, open mindset approach, and focus on meeting customer needs. For more information about Moody’s Analytics, visit our website or connect with us on Twitter or LinkedIn. *Moody's Analytics, Inc. is a subsidiary of Moody's Corporation (NYSE: MCO). Moody’s Corporation reported revenue of $4.8 billion in 2019, employs approximately 11,200 people worldwide and maintains a presence in 40 countries.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 45 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

At BlackRock, we partner with our cash clients to help find the right investment solutions to meet their unique liquidity needs. In Europe and the US, we offer a broad range of liquidity funds across currencies as well as customised accounts for large investors. We also offer ultra-short bond funds for those investors who are looking to move modestly out the yield curve.

Over multiple interest rate cycles and varying market conditions, BlackRock has managed cash portfolios for corporations, banks, foundations, insurance companies and public funds. As a leader in this asset class, BlackRock has US$619.4 billion* in global liquidity assets across multiple currencies. With one of the most experienced teams in the industry, BlackRock is able to offer clients an investment approach that has been tested through time and a variety of solutions designed to meet the needs of today’s cash investor.

* Data, as of 30 June 2020, is subject to change

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

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

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