Recent interest rate jitters have awoken the bond market again. This session features asset owners on fiscal dominance taking over from monetary policy, inflation pressures, valuations in developed bond markets, emerging market bonds, credit spreads, the lack of defensiveness in fixed income and their portfolio allocation today.
Speakers:George Lin, senior investment manager, Colonial First State
Tracey McNaughton, chief investment officer, Escala Partners
Moderator: Alex Proimos, head of institutional content, Conexus Financial[vc_empty_space height=”10px”]
In an interview with Investment Magazine, Aware Super CIO Simon Warner says the new investment team structure will help it to tackle “difficult investment challenges”, strengthen whole-of-fund decision making and make sure its portfolio is generating the best possible returns for members.
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