An Unconstrained Approach to Navigating Global Fixed Income Opportunities Outside of Canada in 2019 to 2020
Date & Time
Wednesday, June 5, 2019, 11:00 AM - 11:45 AM
Paul Fahey Richard Piccirillo Keith Patton Gareth Witten Richard Lawrence
There is a lot of merit in tapping fixed-income opportunities outside of Canada. Although Canadian pension funds have historically invested close to home, fund managers are now casting a wider net in a global fixed-income strategy. There is a strong case to be made for going global.  It is important to diversify interest rate and economic risk when business cycles, national growth rate, yield curves and monetary policies around the world are swirling in different directions. In this session, you will get a clear view of the opportunities to improve your ROI: Discover:
  • What considerations do plan sponsors need to take into account when assessing fixed income outside of Canada? What is the medium to long-term outlook for mature economies and how can you use this to your benefit?
  • A global valuation by geography and sector
  • How to hedge against currency and FX volatility
  • Linking demographic shifts and their implication for asset prices and opportunities outside of Canada
Paul Fahey, Independent Investment Advisor & Former Vice President - Pension Investments, NAV Canada
Richard Lawrence, Senior Vice President, Portfolio Management - Brandywine Global Investment Management
Keith Patton, Managing Director, Global Head of Unconstrained Fixed Income - BMO Global Asset Management (EMEA)
Richard Piccirillo, Managing Director & Senior Portfolio Manager - PGIM Fixed Income
Dr. Gareth Witten, Director, Portfolio Management & Risk (Total Portfolio Management) - Ontario Power Generation