Tuesday 13 November 2018
At this M&G flagship event, our highly experienced fund managers from the M&G Retail Fixed Interest team will discuss where they see the best value in global bond markets against the prevailing economic trends and conditions.
The team’s discussion points will include analysis and outlook for the various asset classes of the bond universe, with updates on their favoured investment themes and fund positioning.
| Agenda | |
| 09:30 – 10.00 | Event Registration & Breakfast |
| 10:00 – 10:10 | Bond Vigilantes Forum Introduction, Rupert Wooster, Head of UK Discretionary Sales |
| 10:10 – 10.35 | Ben Lord, Fund Manager M&G UK Inflation Linked Corporate Bond Fund |
| 10:35 – 11:00 | Stefan Isaacs, Deputy Head of the M&G Retail Fixed Income Team |
| 11:00 – 11:15 | Coffee break |
| 11:15 – 11:40 | Claudia Calich, Fund Manager, M&G Emerging Market Bond Fund |
| 11:40 – 12:05 | Richard Woolnough, Fund Manager M&G Optimal Income Fund |
| 12:05 – 12:45 | Panel Debate with all of the Bond Vigilantes Forum presenters and Wolfgang Bauer, Co-Fund Manager, M&G Absolute Return Bond Fund |
| 12:45 – 13:30 | Networking Lunch |
Registration
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Venue
Nomura International
1 Angel Lane
London
EC4R 3AB
Speakers
Ben Lord
Ben Lord joined M&G in 2007 and is the fund manager of the M&G UK Inflation Linked Corporate Bond Fund. Ben has also managed the M&G Global Corporate Bond Fund from launch in September 2013 and was appointed fund manager of the M&G Index Linked Bond Fund in July 2015. Ben previously worked at Gordian Knot as a credit analyst covering global financial institutions. He obtained an MA (Hons) from the University of Edinburgh and is a CFA charterholder.
Stefan Isaacs
Stefan Isaacs is Deputy Head of Retail Fixed Interest for M&G’s mutual fund range. He joined M&G as a graduate in 2001 and was subsequently promoted to corporate bond dealer specialising in high yield bonds and euro-denominated credit. Stefan joined the fund management team in 2006 and was appointed fund manager of the M&G European Corporate Bond Fund in April 2007 and the M&G Global High Yield Bond Fund in October 2010. He is co-fund manager of the M&G (Lux) Floating Rate High Yield Solution, launched in August 2017 and the M&G (Lux) Global High Yield ESG Bond Fund on launch in October 2017. Stefan is also deputy fund manager of the M&G Optimal Income Fund, the M&G European High Yield Fund and the M&G Global Floating Rate High Yield Fund.
Richard Woolnough
Richard Woolnough joined M&G in January 2004 and is fund manager of the M&G Optimal Income Fund, the M&G Corporate Bond Fund and the M&G Strategic Corporate Bond Fund, three of the company’s flagship fixed interest funds. Richard began his career at Lloyds Merchant Bank in 1985, moving to Italian insurer Assicurazioni Generali two years later, followed by SG Warburg. In 1995, he became a fund manager at Old Mutual. Richard graduated from the London School of Economics with a BSc in economics.
Claudia Calich
Claudia Calich joined M&G in October 2013 as a specialist in emerging markets debt and was appointed fund manager of the M&G Emerging Markets Bond Fund in December 2013. She was also appointed fund manager of the M&G Global Government Bond Fund and deputy fund manager of the M&G Global Macro Bond Fund in July 2015. Claudia has over 20 years of experience in emerging markets, most recently as a senior portfolio manager at Invesco in New York, with previous positions at Oppenheimer Funds, Fuji Bank, Standard & Poor’s and Reuters. Claudia graduated with a BA honours in economics from Susquehanna University in 1989 and holds an MA in international economics from the International University of Japan in Niigata.
Wolfgang Bauer
Wolfgang Bauer is deputy fund manager of the M&G Global Corporate Bond Fund and the M&G European Corporate Bond Fund. He has been part of the M&G Retail Fixed Interest team since the beginning of 2014, focusing on US investment grade credit. Wolfgang initially joined M&G in 2012 as part of its Investment Graduate Programme, having gained a PhD in chemistry from the University of Cambridge. Following a series of rotations around the business, he joined the Real Estate Finance team in August 2013 as an analyst before taking up a junior fund manager role within the Retail Fixed Interest team in January 2014. Wolfgang has passed the CFA Level 3 exam.
CPDs
As part of our ongoing commitment to supporting your educational requirements, this CII accredited event will qualify you for 120 minutes CPD.
We will aim to cover the following learning objectives:
- Describe the latest views of our fixed interest fund managers across the range
- Discuss the background to the current economic conditions affecting the bond markets
- Explain how the views expressed above translate into current portfolio positioning
