Agenda

AGENDA:

08:30 - 09:00

Registration & Breakfast


BOARDROOM 1 BOARDROOM 2 BOARDROOM 3
09:05 - 09:40

Premier Miton
Fund: Premier Miton Corporate Bond Monthly Income Fund & Premier Miton Strategic Monthly Income Bond Fund
Speaker: Lloyd Harris

Invesco
Fund: Invesco Emerging Markets Local Debt Fund
Speaker: Wim Vandenhoeck

Royal London Asset Management
Fund: RL Corporate Bond Fund
Speaker: Shalin Shah

09:45 - 10:20

Barings
Fund: Emerging Markets Debt Blended Total Return Fund
Speaker: Natalia Krol

Candriam
Fund: Candriam Sustainable Bond Emerging Market
Speaker: Magda Branet

NNIP
Fund: Green Bonds Fund
Speaker: Bram Bos

10:25 - 11:00

NNIP
Fund: Green Bonds Fund
Speaker: Bram Bos

Premier Miton
Fund: Premier Miton Corporate Bond Monthly Income Fund & Premier Miton Strategic Monthly Income Bond Fund
Speaker: Lloyd Harris

Invesco
Fund: Invesco Emerging Markets Local Debt Fund
Speaker: Wim Vandenhoeck

11:00 - 11:15

Refreshment Break

11:15 - 11:50

Royal London Asset Management
Fund: RL Corporate Bond Fund
Speaker: Shalin Shah

Barings
Fund: Emerging Markets Debt Blended Total Return Fund
Speaker: Natalia Krol

Candriam
Fund: Candriam Sustainable Bond Emerging Market

Speaker: Magda Branet

11:55 - 12:30

Invesco
Fund: Invesco Emerging Markets Local Debt Fund
Speaker: Wim Vandenhoeck

Royal London Asset Management
Fund: RL Corporate Bond Fund
Speaker: Shalin Shah

Barings
Fund: Emerging Markets Debt Blended Total Return Fund
Speaker: Natalia Krol

12:35 - 13:10

Candriam
Fund: Candriam Sustainable Bond Emerging Market Speaker: Magda Branet

NNIP
Fund: Green Bonds Fund
Speaker: Bram Bos

Premier Miton
Fund: Premier Miton Corporate Bond Monthly Income Fund & Premier Miton Strategic Monthly Income Bond Fund
Speaker: Lloyd Harris

13:10 End of briefing


SESSIONS:


Barings: Emerging Markets Debt Blended Total Return Fund

Natalia Krol, Managing Director, Barings


Emerging Markets Debt: The Benefits of Blended

Q4 2021 - What’s holding Emerging Markets debt and currencies back from partaking in recent market rallies? After experiencing a remarkable recovery in 2020, EM debt in 2021 has faced multiple idiosyncratic headwinds. Today, we find attractive opportunities across EMD asset classes. Join Baring’s EM Debt team as they discuss how a blended approach which looks across sovereign, local and corporate debt can potentially reduce portfolio volatility while also enhancing returns.


Premier Miton: Premier Miton Corporate Bond Monthly Income Fund & Premier Miton Strategic Monthly Income Bond Fund

Lloyd Harris, Head of Fixed Income and Fund Manager


Using fixed income markets to their full potential 

At Premier Miton, our experienced portfolio management team use their highly active, liquid strategies to drive returns that aim to outperform peers whilst typically taking less risk. With expertise in financials, we believe the team has the depth of knowledge to consistently take advantage of the potential opportunities in fixed income. In the session, Lloyd will discuss the process by which returns can be achieved and how the portfolios can offer a diversifier to other similar funds and to equity market risk.


Royal London Asset Management: RL Corporate Bond Fund 

Shalin Shah, Senior Fund Manager, RLAM


Myth-busters - identifying and exploiting Sterling Credit myths to build better investment portfolios
Shalin Shah will explain why Sterling Credit is such a fertile area for perceived wisdom and myth creation. He will highlight how he utilises RLAM’s long-established core credit principles to identify, debunk and exploit a number of these credit myths in order to build more robust and sustainable portfolios offering the potential for enhanced long-term returns.


Invesco: Invesco Emerging Markets

Wim Vandenhoeck, Senior Portfolio Manager, Invesco


Emerging Markets Local Debt: Growth delayed, but not denied

We’ve seen a marked shift in central bank monetary policy messaging and action globally, capped off by the US Fed’s tapering announcement. EM central banks moved first in hiking rates to withstand transitory inflation which is now proving more persistent than anticipated. Post-pandemic reopening of economies is also underway but political and social challenges highlight uncertainties for developing countries creating potential opportunities for alpha generation. In our view, the value proposition in emerging markets is interesting in both absolute and relative terms. We’ll look to explore how we can help investors unlock this potential.