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Elevated Panel

Fixed income – walking the tightrope between the low interest rate environment and rising interest rates

Dienstag, 22. Januar 2019, 16:00 - 16:45 UHR

GLASKUBUS ІІ

English

Referent(en): Quentin Fitzsimmons, Josh Panton, Eoin Walsh, Martin Wilhelm

Moderation: Christian Trixl


How can added value be generated in the Fixed Income asset class against a backdrop of rising interest rates? Should we discard traditional fixed income strategies, or are we just going through a temporary difficult phase? Are “unconstrained” strategies the solution? Or do these solutions simply add illiquidity risk, credit risk and other risks to the equation? What does the situation look like for a CHF investor? How appealing are “uncorrelated” return alternatives?

Quentin Fitzsimmons

Quentin Fitzsimmons

Portfolio Manager, Fixed Income, T. Rowe Price

Quentin Fitzsimmons is a Fixed Income senior portfolio manager at T. Rowe Price. He is actively involved in the discussion around country and duration positioning, currency management and sector allocation, with a particular expertise in interest rate management. Quentin has 27 years of investment experience, three of which have been with T. Rowe Price. Prior to joining, he was head of liquidity portfolio investment management, Treasury markets, for the Royal Bank of Scotland Group, where he was responsible for managing the liquidity profile of the fixed income assets of the company balance sheet. Previously, he also worked as head of rates and as executive director of fixed income for Threadneedle Investments. Prior roles were with F&C Investments, the Equitable Life Assurance Society and Sun Life Assurance Company of Canada.

Josh Panton

Josh Panton

Investment Specialist, Aviva Investors

Joined the investment industry in 2014 and Aviva Investors in 2014. Main responsibilities: Josh is an investment specialist dedicated to active credit strategies. He works closely with the investment teams globally to articulate both the investment philosophy, as well as their views on market outlook, and how this is expressed within the investment strategy. Experience and qualifications: Josh joined the investment industry working on the RFP team at Aviva Investors, before moving onto the investment specialist team. Prior to joining the investment industry, he worked as a client relationship manager for First Advantage. Josh holds a Master’s degree in Banking and Finance, and a Bachelor’s degree in Business and Management, and also holds the IMC.

Eoin Walsh

Eoin Walsh

Partner, Portfolio Manager, TwentyFour Asset Management

Eoin is one of the founding partners of TwentyFour, and a Portfolio Manager. Eoin’s main responsibility is managing the firm’s Multi-Sector Bond team with funds including the Dynamic Bond Fund and the Strategic Income Fund. He also sits on the firm’s Investment Committee. Eoin has over 20 years of experience in fixed income markets and prior to joining TwentyFour was a portfolio manager at Citigroup Alternative Investments, managing over $75bn of fixed income assets. 

Martin Wilhelm

Martin Wilhelm

Founder and Managing Director of IfK-Institut für Kapitalmarkt, Fund Advisor of bond fund “ACATIS IfK Value Renten”

Martin Wilhelm is the founder and the investment manager of IfK - Institut für Kapitalmarkt, one of the leading independent bond managers in Germany, book author and lecturer at the Frankfurt School of Finance and Management. Martin Wilhelm (CEFA) is fund advisor of the bond fund “ACATIS IfK Value Renten”, which has been recognized with multiple awards. Since 2008 clients doubled their capital with a performance of +100%. Since inception the fund had at least 4 stars at Morningstar.

Christian Trixl

Christian Trixl

Managing Director, Amundi (Schweiz) AG

Before Christian Trixl served as Country Head at Columbia Threadneedle and and Executive Director at Schroders Investment Management where Christian was serving clients across channels, product lines and regions. Christian Trixl started his career in the Financial Industry in 1986 as Corporate Finance Manager and Portfolio- / Advisory Manager Institutional portfolios.

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