Agenda

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Registration

Boardroom 1

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EdenTree Investment Management
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Barings
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RBC BlueBay Asset Management

Boardroom 2

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RBC BlueBay Asset Management
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EdenTree Investment Management
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Barings

Boardroom 3

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Barings
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RBC BlueBay Asset Management
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EdenTree Investment Management
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Networking Break

Boardroom 1

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Mirabaud Asset Management
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Aegon Asset Management
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Nuveen

Boardroom 2

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Nuveen
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Mirabaud Asset Management
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Aegon Asset Management

Boardroom 3

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Aegon Asset Management
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Nuveen
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Mirabaud Asset Management
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Lunch & Close of Conference

SESSIONS:


Fund: Investment Grade Government Bond Fund
Speaker: Kaspar Hense, Senior Portfolio Manager, Investment Grade

Government Bonds… Why Global? Why Active? Why Now?

With gilt yields hitting multi-year highs, and with the associated tax benefits, there is a temptation to use gilts as a one-stop-shop for government bond exposure. As we near the end of the rate cycle across many developed markets, including the UK and US, we would argue that now, more than ever it is important to be diversified across the global government bond universe. We would also suggest that by taking an active approach, investors can exploit the prevalent economic conditions to generate superior returns and a high level of income. The BlueBay Investment Grade Global Government Bond Fund, which hit its first anniversary in July, targets 150bps of alpha over the Bloomberg Global Treasury Total Return Index, USD.



Fund: Barings Global Bond Fund
Speaker: Dr. Brian Mangwiro, Managing Director, Barings Multi Asset

The Case for Developed Market Sovereign Bonds

Developed markets inflation is trending down, while current consensus is that the Federal Reserve may be at or near the end of the hiking cycle. At the same time, U.S. Treasury yields are at their highest levels in over 15 years. Against this backdrop, the case for developed market sovereign bonds looks compelling. However, risks remain—from heightened uncertainties to prolonged inflationary pressures—suggesting an acute focus on bottom-up fundamentals remains crucial. Dr. Brian Mangwiro, Managing Director, Barings Multi Asset, discusses the forces that are shaping the global bond market, how the team are navigating the risks at hand, and where they see opportunities emerging across the asset class.



Fund: Aegon Strategic Bond Fund
Speaker: Alexander Pelteshki, Fund Manager Fixed Income

Time to get strategic about bonds

Currently, we are living through a rare moment in global fixed income markets. Bond yields are as high as they have been in more than 15 years, and exceed equity yields for the first time in well over a decade. There could not be a more opportune time to be a nimble bond investor. Alexander Pelteshki introduces the Aegon Strategic Bond Fund - a dynamic blend of the fixed income universe where multiple sources of asset allocation, duration and bottom-up credit opportunities are utilised to generate alpha and navigate volatility.

Fund: Arcmont Private Credit Fund
Speaker: : Michael Massarano, Partner, Arcmont

Private Credit – The opportunity in European Direct Lending

We introduce Arcmont and its position as one of the pioneers of the European Private Credit space. We will highlight the evolution of private credit, how it compares to public credit, the current compelling market opportunity and outlook. We will then go into the details of how Arcmont invests, and how investors can potentially access the asset class across different fund structures.



Fund: EdenTree Responsible and Sustainable Short Dated Bond Fund
Speaker: David Katimbo-Mugwanya, Head of Fixed Income

Providing diversification through quality credit selection, minimising risk but maximising yield

Whilst Central Bank interest rate hike campaigns have been paused, the UK’s peculiar position of both higher headline and core price inflation stands out from a global perspective and arguably increases the probability of a harsher economic downturn. The poorer growth prospects, coupled with restrictive financing conditions being maintained for an extended period justifies caution and warrants a focus on higher credit quality. Corporate default potential appears under-priced. An eventual spread widening highlights further investment opportunities to capture attractive yields. Fixed income allocators must therefore move forward with a balanced portfolio that can generate strong income from all ends of the curve without taking on too much risk. Please join David Katimbo Mugwanya, Head of Fixed Income to discuss how the EdenTree R&S Short Dated Bond Fund can provide diversification, consistent and strong income, whilst minimising credit risk by investing in high quality short-dated credit at attractive yields.



Fund: Mirabaud Sustainable Global Strategic Bond Fund & Mirabaud Sustainable Global High Yield Bonds
Speaker: Al Cattermole, Portfolio Manager

What are you afraid of?

Investors are still typically often running big weights to the home-market: we will be exploring – perhaps unintended – risks to holding UK assets at the moment. We will hence give our views on opportunities and outlook for global flexible fixed income markets as a whole, and how one could position their fixed income for the different recession environments: Recession, no recession, or somewhere in the middle, fixed income offers attractive potential return opportunities for all three outcomes.