Insights for professional investors
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Insights for professional investors
2022 has not been a good year for corporate bonds, but the tide has turned and the outlook has improved. However, with a highly volatile global economy, the impending fear of a recession and political uncertainties, it can be a bumpy ride.
What are the opportunities and risks for bond investors? Top fixed income experts will share their insights on the corporate bond market and how investors can get attractive yields at lower risk.
Exclusively for institutional and professional investors from Austria, Germany and Switzerland.
All presentations will be held in English.
Thu, 16. February 2023
Start of event
2022 saw steep inflation, rising interest rates and unnerving geopolitics creating a ‘perfect storm’ for bond markets. However, as inflation and interest rate expectations look to have peaked, the outlook for fixed income markets now looks compelling. Risks remain on the horizon but could this be the moment investors have been waiting for to re-enter the bond market?
2023 looks like a bright year for Fixed Income investors. The recent interest rates rise and spread widening has led to Investment Grade bond yields which have not been seen since 2009. Current levels are very attractive as they should buffer the expected credit spread widening over the next months.
Wrap up by moderator and end of event
Colin Finlayson is a member of the Global Rates and Multi-Sector portfolio management teams. He specialises in global government bonds and relative-value analysis. Colin is the co-manager of Aegon Asset Management's absolute return bond fund as well as strategic bond funds. Colin has been in the industry since 2000 and started with the firm in 2000.
Markus Weiss has been working at Swiss Life Asset Managers since 2009. From 2016 he is Senior Portfolio Manager for corporate bond mandates and institutional funds in the global corporate bonds area. He is responsible for analyzing the credit market and individual issuers, as well as managing portfolios in daily business.
Thomas Schalow is the CEO of Capitalmarkets.net. He has over 25 years of experience in investment management, including various management roles at international investment firms. He publishes on financial topics and regularly moderates investment events.
