David Newman: Triggers, credit and high yield: understanding the debt markets

[vc_empty_space]The impact of COVID-19 has changed the dynamics in credit markets causing a blurring of spreads between investment grade and high yield and public and private debt. The session will examine potential opportunities created by this dislocation.

View David’s presentation slides here

Speaker

  • David Newman, chief investment officer, head of global yield, Allianz Global Investors
  • Moderator: Alex Proimos, head of institutional content, Investment Magazine

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‘It’s crazy’: More gold than bonds in super portfolios as funds rethink defensive plays

The shifting global economic landscape and its impact on currency markets are forcing asset owners to re-think the defensive portion of portfolios as traditional hedging techniques become less effective and new ones emerge. The Fiduciary Investors Symposium heard that for one fund that’s led to gold overtaking government bond allocations.

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