Thursday 17 November 2016
Attend Bond Vigilantes Forum to hear from the award-winning M&G fixed interest team. Following the presentations join us to toast the anniversary of the Bond Vigilantes blog; 10 years of cutting edge bond views.
| Agenda | |
| 13:15 – 14:00 | Event registration and lunch |
| 14:00 – 14:05 | Introduction, Rupert Wooster, Head of UK Discretionary Sales |
| 14:05 – 14:20 | Fixed Income at M&G, Jim Leaviss, Head of M&G Retail Fixed Interest |
| 14:20 – 14:45 | New fixed income strategy, Wolfgang Bauer, Deputy Fund Manager, M&G Global Corporate Bond Fund |
| 14:45 – 15:10 | Goodbye no-flation. What next?, Ben Lord, Fund Manager, M&G UK Inflation Linked Corporate Bond Fund |
| 15:10 – 15:30 | Coffee break |
| 15:30 – 15:55 | High Yield bonds in a low income world, James Tomlins, Fund Manager, M&G Global Floating Rate High Yield Fund and M&G Global High Yield Bond Fund |
| 15:55 – 16:10 | A flexible approach to emerging market debt, Claudia Calich, Fund Manager, M&G Emerging Markets Bond Fund |
| 16:10 – 16:40 | Panel Debate with Richard Woolnough, Fund Manager M&G Optimal Income Fund |
| 16:40 – 17:40 | Cocktail reception |
Registration
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Venue
Nomura International
1 Angel Lane
LONDON
EC4R 3AB
Speakers
Jim Leaviss
Jim Leaviss is Head of Retail Fixed Interest for M&G’s mutual fund range. He joined M&G in 1997 after five years at the Bank of England. As well as heading up the team, Jim is the fund manager of the M&G Global Macro Bond Fund and the M&G European Inflation Linked Corporate Bond Fund. He is also deputy manager of the M&G Gilt & Fixed Interest Income Fund, the M&G Index-Linked Bond Fund and the M&G UK Inflation Linked Corporate Bond Fund.
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.
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.
James Tomlins
James Tomlins joined M&G in June 2011 and was appointed fund manager of the M&G European High Yield Bond Fund later that year. In January 2014, he became co-manager of the M&G Global High Yield Bond Fund after two years as deputy manager on the fund. James has also managed the M&G Global Floating Rate High Yield Fund since its launch in September 2014. James is a specialist in high yield credit with more than 10 years’ experience in this sector. He was previously an analyst and then a fund manager at Cazenove Capital Management. Before Cazenove, James was at KBC Alternative Investment Management; in the three years prior to that, he worked at Merrill Lynch Investment Managers. James is a CFA charterholder. He graduated with an MA in history and PgDip in economics from the University of Cambridge.
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.
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.
Learning Outcomes
Be able to describe the latest views of our fixed interest fund managers and specialists across the fixed interest range; including high yield and emerging market bonds- Discuss the background to the current, and possible future, economic conditions affecting the fixed interest market
- Explain how the views expressed above translate into current portfolio positioning and strategies
For financial advisers only. Not for onward distribution. No other persons should rely on any information contained within. This Financial Promotion is issued by M&G Securities Limited which is authorised and regulated by the Financial Conduct Authority in the UK and provides investment products. The company’s registered office is Laurence Pountney Hill, London EC4R 0HH. Registered in England No. 90776.
