Vol 16
FICC in 2024: Debt Walls, Pivots, Credit Cycles and Volatility

22nd February 2024

14.00 – 15.00

(GMT)

LOCATION: ZOOM

In partnership with:

renato

RENATO PRIETO

Moderator

Global FICC Research Content Analyst
Bloomberg LP

Evenco International, alongside Bloomberg Intelligence is proud to announce that we have launched a brand new monthly webinar series – “Trend Watch”. This will be a free to attend webinar for professionals within or associated with the asset management industry.

Each month, the webinar series will host a panel of professional investors, fund selectors and knowledge leaders to discuss current trends, their impact on the industry and how this changes their asset allocation and investment process.

Panellists

Christopher Carlton

Head of Fund Selection,
abrdn

Chris is Head of Fund Selection for the Multi Asset Investment Strategies team at abrdn. He is responsible for the research process that supports the selection and oversight of both active and passive funds for client portfolios.

Before joining abrdn in 2022 Chris was most recently at BNY Mellon, where he led International manager research and client consulting for the Investor Solutions business. He has more than twenty years of investment experience in both traditional and alternative asset classes, concentrated in manager research and the oversight of multi-manager portfolios.

Chris has a BA from Oxford University and an MBA with a specialising in finance from Bayes Business School, he also holds the Investment Management Certificate.

Louis Gargour

Louis Gargour

Managing Partner CIO ,
LNG Capital

Louis runs the investment management team at LNG Capital, leading idea generation across credit markets. As CIO, Louis oversees investment and directs the organization’s investment management decisions. He has over 30 years investment experience with expertise in government bonds, investment-grade, high-yield, distressed, and special situations.

As a result of his strong performance Louis and his team have been nominated for numerous awards and honourable mentions from Eurohedge, Investhedge, HFR, Hedge, Barclays Hedge, and others.

Besides his duties as CIO, Louis is active in the financial policy and reform debate as a frequent contributor to Financial Times, Wall Street Journal, Barron’s, Reuters, Bloomberg, He regularly speaks at major industry conferences, as well as CNBC and Bloomberg television.

Louis founded LNG Capital in 2007. Previously he was Head of Fixed Income at RAB Capital, a London-based 7 billion Aum hedge fund. He had overall responsibility for fixed income research trading and investments. Prior to his role at RAB, Louis held senior positions at Goldman Sachs London, J.P. Morgan London, and began his career on Wall Street as a graduate of the highly acclaimed Salomon Brothers international management training program.

Olivia-Cooper-profile-picture (002)

Olivia Cooper

Private Wealth & Family Office,
Kingsley Napley

Olivia has worked within Private Wealth for over 15 years and has gained extensive experience in advising High Net Worth individuals, their families, and their advisors regarding often complex matters and highly emotional decision making. Her expertise covers a wide range of areas from advising on cross border and offshore asset holding structuring to planning for successful succession and managing next generation education for a responsible transition of power.

Many of Olivia’s clients are entrepreneurial, multi-generational successful businesses or landed estates. While other clients originate from the arts, professional sports, music, and entertainment industries. She advises a wide range of professionals including private bankers, wealth managers, accountants, and other lawyers and while based in London she advises clients globally.

Olivia has a broad strategic perspective of the Private Wealth and Family Office sector combined with strong commercial acumen. She speaks Italian and French fluently which has been a major asset with international client matters and when speaking at seminars for lawyers, financial services professionals and with key business organisations worldwide. Olivia is often a featured speaker at international conferences, is frequently invited by media to comment and has produced a well-received TEDx Talk explaining the importance of and exploding the myths surrounding single family offices.

Ben Ashby

CIO
Henderson Rowe

Ben Ashby is Chief Investment Officer at Henderson Rowe, the UK subsidiary of Rayliant Global Advisors. Previously, Ben spent 16 years at JPMorgan finishing as a Managing Director in the Group’s Chief Investment Office.

Ben is also a partner in Good Governance Capital, a venture capital business that has a JV with Henderson Rowe.

Ben regularly writes on financial markets and has featured in Nikkei Asia, The Banker, Citywire and Bloomberg. He is also the co-host of the CFA UK’s ‘Futureproofing Finance’ podcast.


Themes

  • Central Bank Dynamics & Capital Flows: Explore the impact of central banks’ balance sheet adjustments and divergent monetary policies, particularly in Japan, on sovereign debt and funding deficits. How might these factors reshape capital flows?

  • Bond Market Resilience: Delve into the recent rally in bonds and spreads during 4Q23. Despite potential richness by some measures, assess the continued presence of carry and the prospect of falling rates. Is the bond market poised for another strong year?

  • Navigating Rates Volatility: Investigate the persistent centrality of rates volatility amid cross-asset dynamics. Despite reduced volatility in Equity and FX, the uncertainty around interest rates creates a unique landscape. Discuss the implications for a multi-asset class strategy, especially in the context of an election year.

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IN partnership WITH

italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Convertible Bonds

No Data Found

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

High Yield

No Data Found

Investment Grade

No Data Found

Convertible Bonds

No Data Found

EM Debt

No Data Found

Eurozone Government

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

US Treasuries

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found