The traditional inverse relationship between credit spreads and government bond yields was challenged in 2022. With inflation remaining a primary concern for investors, we believe central bank action will be a significant driver of real yields and asset price volatility in markets in 2023. How can investors navigate this volatility and position themselves best for the new investment regime? Join Matthew Rees, co-manager of the L&G Absolute Return Bond Plus Fund as he explains how a nimble, well diversified, team-based approach led to the fund outperforming its peer group over the last one, three and five years – and how he is positioning the strategy for a challenging economic environment in 2023.
We are LGIM, the global asset management business of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes. We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world.
On behalf of savers, retirees and institutions worldwide, we manage €1.4 trillion in assets.* However, we recognise that our significant scale and stature, and prospects for growth, are only possible courtesy of highly satisfied clients.
Being part of Legal & General grants us a unique strength. Everything we do is informed by our parent group’s vision of Inclusive Capitalism, which seeks to share the benefits of economic growth among as many people as possible.
At the same time, we are a unified business that is modern, dynamic and restlessly innovative on behalf of our clients. Our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds.
LGIM is at the forefront of global index fund management, and has a large Active Strategies team that targets sustainable returns. We are also leading developments in investment solutions for defined benefit and defined contribution pension schemes.
We are truly international, present where our clients need us – from Hong Kong, to major European financial hubs, to Chicago. Our teams around the world are highly dedicated, professional and collaborative and we draw strength from our diversity of talent.
Our US business, Legal & General Investment Management America, is a registered investment advisor, specialising in fixed income, liability-driven investment solutions and index capabilities for the US institutional market.
We are clear on what we stand for and our commitment to inclusivity anchors our behaviours. Driven by our executive team, diversity and inclusion are embedded in LGIM’s culture, from the way we recruit, develop and connect with our employees, to our commitment to responsible investing.
*LGIM internal data as at 31 December 2022. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong. The AUM includes the value of securities and derivatives positions.
Matthew was appointed Head of Global Bond Strategies in September 2019. Prior to this he was co-head of the Euro credit portfolio management team, and joined LGIM in March 2009. Prior to this Matthew spent three years as a Partner at Banquo Credit Management (a multibillion euro absolute return investment manager) and has worked at UBS, Merrill Lynch and the rating agency Fitch IBCA. Matthew has more than 25 years’ experience in financial services and qualified as a chartered accountant with Coopers & Lybrand in 1996.
Spain County Head, Wholesale and Retail
giancarlo.sandrin@lgim.com
Head of Wholesale, UK, Europe and Latin America
steven.devries@lgim.com
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