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The role of emerging markets debt in fixed income

Tuesday, 21. January 2020, 15:00 - 15:45 UHR

Seminarraum III

English

Speaker(s): Alexandre Bouchardy, Dr. Michael Ganske, Barney Goodchild, Edwin Gutierrez, Meno Stroemer

Presenter: Thomas Breitenmoser


What are the attractions of the “fixed income emerging markets” asset category? What are the respective arguments in favour of investing in local currencies and hard currencies only? What are the repercussions of adding EM debt to a traditional fixed income portfolio? What role does the development of the US dollar (still) play when it comes to emerging market currencies? 

Alexandre Bouchardy

Alexandre Bouchardy

Head of Fixed Income & Equities Asia and Head of AM Singapore, Credit Suisse (Singapore) Limited

Alexandre Bouchardy (MSc, CFA), Managing Director, is Head of Fixed Income & Equities Asia and Head of Asset Management Singapore. In addition, he is the Chairman of the Emerging Markets Fixed Income Investment Group. Alexandre joined Credit Suisse Asset Management in 2002 as a Global Fixed Income Portfolio Manager for institutional clients. From 2005 to 2012, he was responsible for inflation-linked solutions. In addition, he managed currency overlay portfolios and advised institutional clients on currency-hedging strategies. Prior to Credit Suisse, Alexandre worked for Pictet & Cie Banquiers and J.P. Morgan in Geneva and Paris. He started his career in 2000, and holds a master’s degree in Economics from the University of Lausanne (HEC). Alexandre is a CFA charterholder.

Dr. Michael Ganske

Dr. Michael Ganske

Fixed Income Portfolio Specialist, T. Rowe Price

Michael Ganske is a fixed income portfolio specialist for T. Rowe Price. He is a member of the Global Fixed Income team, supporting our emerging markets debt strategies, which includes hard currency- and local currency-denominated sovereign and corporate debt. He represents the portfolio management team, presenting strategies and market outlooks in meetings and conferences. Mr. Ganske is a Vice President of T. Rowe Price International Limited. 

Mr. Ganske has 20 years of industry experience and started his career as emerging markets fixed income portfolio manager with DWS Investment in Frankfurt. After that he headed the emerging markets team at Deka Investment and moved to London in 2007 to become Commerzbank Corporates & Markets’ Global Head of Emerging Markets Research. In 2013 he moved back to the buy side as Head of Emerging Markets with Rogge Global Partners and subsequently with AXA Investment Managers.
 
Mr. Ganske earned a PhD in economics from the University of Hohenheim with magna cum laude. His thesis was on intertemporal aspects of government debt and foreign trade. He also holds a master’s degree in economics from the University of Augsburg. He is a CFA charter holder and a certified financial risk manager.
 

Barney Goodchild

Barney Goodchild

Investment Specialist, EMD, Aviva Investors

Barney is an investment specialist focused on Emerging Market Debt. He works closely with our portfolio managers to articulate their investment process, portfolio positioning and investment performance to clients and consultants around the world.  
Prior to joining Aviva Investors, Barney worked as an Economist for the UK Government Economic Service. Barney holds a Bachelor’s degree in Economics from the University of Sheffield, and is a CFA® Charterholder  and is an IMC holder.
 

Aviva Investors is the global asset manager who chooses the power of integration. With £337bn assets under management across fixed income, equities, real assets and multi-assets spanning 14 countries*, we integrate our whole business around our clients to deliver the outcomes that matter most, now and over the long run.
Bringing it all together for today’s investor.
 

Edwin Gutierrez

Edwin Gutierrez

Head of Emerging Market Sovereign Debt, Aberdeen Standard Investments

Edwin Gutierrez is the Head of Emerging Market Sovereign Debt. Edwin joined Aberdeen via the acquisition of Deutsche Asset Management's London and Philadelphia fixed income businesses in 2005, where he held the same role since joining Deutsche in 2000. Edwin joined Deutsche Asset Management from Invesco Asset Management where he was an emerging debt portfolio manager. Prior to that, Edwin was a Latin American economist at LGT Asset Management. Edwin graduated with an MS in International Affairs from Georgetown University and BA in International Political Economy from the University of California, Berkeley

Meno Stroemer

Meno Stroemer

Head Portfolio Management, Fisch Asset Management

Meno Stroemer heads up the Portfolio Management and the Corporate Bond team, where he shares responsibility for managing the emerging market strategies. He joined Fisch in 2014. Prior to that, he worked for Morgan Stanley in New York where he initially built up the emerging markets corporate trading desk. He later transferred to Morgan Stanley’s Global Capital Markets group to head up the emerging markets debt syndicate. Before joining Morgan Stanley, Meno Stroemer worked at UBS for 14 years, initially in London as credit research analyst. He subsequently transferred to New York and transitioned into a trading role covering emerging markets, and ultimately became the head of UBS’ Latin American credit trading desk. Earlier in his career, he worked for HSBC in London and for Moody’s in New York. He holds a BA in Economics from Hamilton College in New York, and an MBA from the American Graduate School of International Management, Arizona.

Thomas Breitenmoser

Thomas Breitenmoser

Head of Investment Consulting/Controlling, Member of the Executive Board, Complementa AG

Thomas Breitenmoser is Head of the Investment Consulting/Controlling department and Member of the Executive Board at Complementa AG.

He studied economy and business administration at the University of Applied Sciences in Zurich and completed a dual degree Executive MBA in Asset and Wealth Management at the University of Lausanne and Carnegie Mellon University (Pittsburgh, USA). He holds the titles of Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA).

Before joining Complementa, he held management positions at Swisscanto/ZKB, JPMorgan Asset Management, Merill Lynch Investment Managers and Credit Suisse. In addition, he was Chairman of the Foundation Board as well as president of the Investment Committee of JPMorgan Chase Suisse Pension Fund.
 

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