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CONFERENCE DETAILS

SPS Bond Strategies in the New Investment Climate

September 7, 2023

The View at the Royal College of Surgeons, London

Conference objectives

•    Update yourself on the economic and market environment
•    Explore a range of fixed income investment strategies 
•    Support your decision making 
•    Answer your concerns in Q&A led by investors
•    Network with peers and speakers (77% pension fund attendees SPS Bonds Jan 2023)

Complimentary attendance for pension funds and other qualifying institutional investors.


SPS Quality: 30 years’ experience in educational investment conferences 
 

Programme

09.00

Registration

09.30

Session 1 - Economic outlook and global fixed income opportunities

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Moderated by: 

Inder Dhingra

Independent Trustee and Chair of the Yorkshire and Clydesdale Bank Pension Scheme

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Chief Economist

Fathom Consulting and

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Technical Director

Fathom Consulting

Economic outlook and Bond Investment: What now?

•    Where next for inflation and the implications for monetary policy?
•    Global economic and market outlook and impact for UK investors
•    Which areas of financial markets are most vulnerable to further crises?
•    Fixed income investment implications

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Managing Director

MFS

We have been expecting you, Mr Bond!

Elevated inflation and an aggressive monetary policy response created a sharp correction in market rates, together with increased macroeconomic uncertainty and market volatility. Looking ahead, we believe that the macro backdrop will stabilize and with improved valuations, it may be time to reconsider public fixed income as an attractive asset class. This session will consider key fixed income themes, including valuation opportunities, the need for active management and the macro regime transition.

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Managing Director

J P Morgan Asset Management

Your bond portfolio should see the world

The sell-off in duration over the last year has created pockets of opportunity in the bond market and with Central Banks nearing the end of their hiking cycles and a possible recession on the horizon, bond markets are back in the spotlight. Myles will discuss the current macroeconomic backdrop and focus on how he is thinking about portfolio construction in the present market context. 

11.20

Mid-morning refreshment break

11.50

Session 2 - Fixed income investments for the current environment

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Moderated by: 

Phil Clark

Client Director

Zedra

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Managing Director - Client Portfolio Manager Global Fixed Income

Neuberger Berman

Multi-Asset Credit in a New Era for Bonds

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Managing Director, Head of ESG Committee

Leadenhall Capital Partners

Cat bonds and insurance linked strategies

•    Understanding the investment market for cat bonds and other types of insurance linked strategies (ILS) for institutional investors. 
•    The significant current opportunity to enhance potential returns and diversify risk
•    ILS and sustainability

 

13.00

Lunch

14.05

Session 3

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Moderated by: 

Anna Lees-Jones

Professional Trustee 

Capital Cranfield

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Head of Credit Research, Senior Investment Consultant

XPS Investment

Broadening your horizons - looking beyond sterling corporate bonds for a low-dependency portfolio

  • Introduction to what is a low dependency portfolio

  • Limitations of using sterling corporate bonds solely in the liquid credit allocation

  • Alternatives and where they fit, including non-sterling bonds, ABS, emerging market debt and high yield

  • Interaction with LDI strategies

  • Considerations of how and where to incorporate these assets

Investors' panel - Different investors' approaches to fixed income:

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Group Chief Investment Officer

Aspen Group

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Portfolio Manager

Border to Coast

15.15

Close of conference followed by drinks reception 

Cost

The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 3 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.

Sponsors                                                                        Resources
Venue
Venue

The View at the Royal College of Surgeons

38-43 Lincoln's Inn Fields
London
WC2A 3PE

Tel: 020 7869 6703

https://www.rcseng.ac.uk/about-the-rcs/contact/

The View is centrally located at Lincoln’s Inn Fields within easy walking distance of Holborn (Piccadilly and Central lines) and Temple (District and Circle Lines) underground stations. It is a short taxi or underground journey from most major rail stations. Two NCP car parks are situated nearby.

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