Stuart Fiertz: Liquidity-driven dislocations and central bank distortions: opportunities in European credit markets

[vc_empty_space]The rush for liquidity by investors and the response by central banks globally to the current crisis has created dislocations in the capital markets and led to a mispricing of risk. How should investors heed the market stress and related policy interventions when seeking attractive risk-adjusted returns in credit?

View Stuart’s presentation slides here

Speaker

  • Stuart Fiertz, president and director of research, Cheyne Capital
  • Moderator: Alex Proimos, head of institutional content, Investment Magazine

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The ‘brutal pursuit’ that shaped Aware Super’s new CIO

The new chief investment officer of the $230 billion Aware Super expects that the fund will be around for the next 100 years. To make sure it keeps delivering for members, he’s optimising the work already done to build its portfolio, thinking hard about the best way to access assets, and embracing the risk management lessons he first learned as a trader for Chemical Bank.

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