31 min
Bonds may be back, but uncertainty continues… Critical thinking, critical issues
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- Investing
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.
Certain of the information contained in this podcast constitutes “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. No assurances are made as to the accuracy of those predictions or forward-looking statements.
2022 was not a year for bond investors - but with inflation beginning to roll over, a strong start to the year, and bonds now offering the levels of income we haven’t seen in 20 years, 2023 looks far more optimistic.
Aisling Doherty, Senior Fixed Income Portfolio Manager at Mercer, is joined today by Ella Hoxha, Senior Investment Manager, Pictet Asset Management and Samantha Milner, Head of U.S. Liquid Credit, Ares Management to discuss the outlook across bond markets for the year ahead, and how best to position portfolios to potentially take advantage of current market opportunities.
This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.
This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.
Read our full important notices - click here
© 2023 Mercer (US) LLC. All rights reserved.
Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.
Certain of the information contained in this podcast constitutes “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. No assurances are made as to the accuracy of those predictions or forward-looking statements.
2022 was not a year for bond investors - but with inflation beginning to roll over, a strong start to the year, and bonds now offering the levels of income we haven’t seen in 20 years, 2023 looks far more optimistic.
Aisling Doherty, Senior Fixed Income Portfolio Manager at Mercer, is joined today by Ella Hoxha, Senior Investment Manager, Pictet Asset Management and Samantha Milner, Head of U.S. Liquid Credit, Ares Management to discuss the outlook across bond markets for the year ahead, and how best to position portfolios to potentially take advantage of current market opportunities.
This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.
This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.
Read our full important notices - click here
© 2023 Mercer (US) LLC. All rights reserved.
31 min