Victor Rodriguez talks Australian covered bonds

Watch part five of an Investment Magazine roundtable held on the sidelines of the Markets Summit on 14 February 2011.

Editor Simon Mumme speaks with asset class specialists from funds management companies in Australia and Asia:

Victor Rodriguez, head of Australian fixed income, Aberdeen Asset Management :

Victor Rodrigues on the Greek Debt crisis

Victor Rodriguez talks Australian covered bonds

 

Eng Teck Tan, investment manager, Treasury Asia Asset Management

Eng Teck Tan on Asian infrastructure and consumer spending

Eng Teck Tan on European bank lending in Asia

 

Ian Harding, director of Wavestone Capital Management

Ian Harding on what the euro crisis means for Australian stocks

Ian Harding on why income is paramount in Australian equities

 

Andrew Parsons, senior portfolio manager, Resolution Capital

Andrew Parsons says REITs rebound with US economic recovery

Andrew Parsons on debt crisis fallout for Eastern Europe

 

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‘Not an ATM’: Sicilia shrugs off private credit liquidity fears

The chief investment officer of the $150 billion industry super fund says that Hostplus’ portfolio will weather the ongoing downturn in software companies and that moves by a number of large private credit managers to gate their funds are a result of the asset class being offered to retail investors who should not have assumed the funds would be liquid enough to get money out when everybody else is trying to do the same.

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