Videos seminar 'What to own in a low-yield world'
Videos seminar 'What to own in a low-yield world'
Escalating Disruption, what's the Macro Economic Outlook for 2022 and beyond? What's the impact of China on the rest of the world? What to own, and not to own, in a low-yield world? What (alternative) fixed income sub asset classes are the most attractive?
These and other questions were discussed at our interactive seminar on the topic 'What to own in a low-yield world' in Amsterdam (and online) on November 11th, 2021, from 09.30 until 5.00 p.m., chaired by Kees Verbaas, Chief Investment Officer at Altis Investment Management.
Below you'll find the videos of the event.
Age of Transformation; Macro Economic Outlook 2022 and beyond
By Joachim Fels, Global Economic Advisor, Managing Director, PIMCO
Q&A Expert panel with:
- Edin Mujagić, Chief Economist, OHV Wealth Management
- Luc Aben, Chief Economist, Van Lanschot Kempen
Economic analysis of China and its impact on the rest of the world
By Diana Choyleva, Chief Economist, Enodo Economics
Q&A Expert panel with:
- Edin Mujagić, Chief Economist, OHV Wealth Management
- Luc Aben, Chief Economist, Van Lanschot Kempen
Panel discussion on the Impact of China on the Fixed Income markets
Participants:
- Luc Aben, Chief Economist, Van Lanschot Kempen
- Diana Choyleva, Chief Economist, Enodo Economics
- Joachim Fels, Global Economic Advisor, Managing Director, PIMCO
- Michael Hampden-Turner, Director, FIMA Index Product Management & Applied Research, London Stock Exchange Group
- Edin Mujagić, Chief Economist, OHV Wealth Management
The development of the European direct lending market post-COVID
By Howard Sharp, Head of Origination, Direct Lending, Alcentra (part of BNY Mellon Investment Management)
Q&A expert panel with:
- Roy Kroon, Manager Fixed Income & Treasury, PGB Pensioendiensten
- Markus Schaen, Senior Fund Manager, MN
- Frans Verhaar, Senior Director Client Consulting, bfinance
Sustainability in Credit
By Saida Eggerstedt, Head of Sustainable Credit, Schroders
Q&A Expert panel with:
- Gaëtan Salerno, CFA, Portfolio Manager, ING Private Banking Luxembourg
- Markus Schaen, Senior Fund Manager, MN
- Frans Verhaar, Senior Director Client Consulting, bfinance
Granular Private Credit: Opportunities and Challenges
By Tonko Gast, CEO (and Founder), Dynamic Credit (partner of BNP Paribas Asset Management)
Q&A Expert panel with:
- Roy Kroon, Manager Fixed Income & Treasury, PGB Pensioendiensten
- Gaëtan Salerno, CFA, Portfolio Manager, ING Private Banking Luxembourg
- Markus Schaen, Senior Fundmanager Fixed Income, MN
Seeking value in today's fixed income markets
By Michael Krautzberger, Head of Fundamental Fixed Income in EMEA, BlackRock
Q&A Expert panel with:
- Walter Leering, Senior Portfolio Manager Fixed Income, InsingerGilissen Bankiers
- Anne-Marie Munnik, Executive Director, CFA Society VBA Netherlands
The Case for Global High Yield
By Tim Winstone, CFA, Corporate Credit Portfolio Manager, Janus Henderson Investors
Q&A expert panel with:
- Walter Leering, Senior Portfolio Manager Fixed Income, InsingerGilissen Bankiers
- Anne-Marie Munnik, Executive Director, CFA Society VBA Netherlands
Actual Income: a long-term approach
By Torcail Stewart, Investment Manager, Credit Team and Co-Manager, Strategic Bond Funds, Baillie Gifford
Q&A Expert panel with:
- Walter Leering, Senior Portfolio Manager Fixed Income, InsingerGilissen Bankiers
- Anne-Marie Munnik, Executive Director, CFA Society VBA Netherlands
Panel discussion on 'What to own, and not to own, in a low-return world?'
Participants:
- Jerome Henrion, Head of Specialty Finance, SFF Portfolio Manager, M&G
- Steven Oh, Global Head of Credit and Fixed Income, PineBridge Investments
- Roelof Salomons, Professor Investment Theory and Asset Management, University of Groningen, Independent Investment Consultant, Member different investment committees
- Wouter Weijand, CIO, Providence Capital
Panel discussion with CIOs on 'Sustainability in (Alternative) Fixed income'
Participants:
- Bob Homan, CIO, ING Investment Office
- Coos Luning, Head of Multimanagement, Aegon Asset Management
- Mary Pieterse-Bloem, Head of Investment Office (CIO), Rabobank
Seminar sponsors:
