Speakers & Topics
Fixed Income Outlook and Playbook
2022 has been one to remember particularly for Fixed Income. It now provides one of the most compelling entry points into the market, something we have not seen for many years. We will look at the aftermath of 2022 in Fixed Income markets and where best to benefit from the attractive forward returns Fixed Income markets now offer.
Jaina Varsani, Neuberger Berman
Client Portfolio Manager, Fixed Income
Jaina Varsani, Vice President, joined the firm in August 2020. Jaina is a Client Portfolio Manager within the Fixed Income team where she represents the broad range of the firm’s fixed income strategies in the institutional and intermediary marketplaces across the EMEA region. Before joining the firm, she was an Investment Specialist at M&G Plc covering Institutional Fixed Income portfolios. Prior to this, she was at JP Morgan as part of the Treasury Corporate Sales Team and Credit Portfolio Group. She received a First Class BSc (Honors) in Economics at the London School of Economics and is a CFA Charter holder.
Investing in Infrastructure for a Better Future
Giuseppe Corona, HSBC Asset Management
Head of Listed Infrastructure Equity
Giuseppe Corona is the Head of Listed Infrastructure Equity at HSBC Asset Management
and joined in March 2022 to launch its Listed Infrastructure Equity capability.
Prior to joining HSBC Asset Management, Giuseppe held senior positions over 20+ years
across multiple geographies with AMP Capital, Exane-BNP Paribas, Swan, and Bear Stearns
Giuseppe holds a Bachelor of Economics and Business Administration from the University of
Palermo, a Master of Business Administration in International Finance from St. John's
University and is a CFA charterholder.
Julian Cook, T Rowe Price
Sustainable Corporate Bonds
Name, GIB Asset Management
Head of Fixed Income
Name, Pictet Asset Management
Investing in a time of Recession
The surge of inflation in 2022 looks set to be followed by recession in 2023,
at least in the developed world. Steven Bell will examine the implications for
interest rates, currencies and equities.
Steven Bell, Columbia Threadneedle Investments
Chief Economist EMEA
Steven provides macroeconomic and strategy input, notably as part of asset allocation
process for the multi asset solutions unit.
He joined F&C Asset management in 2013 which ultimately became Columbia
Threadneedle, after seven years running a successful Global Macro hedge fund at GLC Ltd.
Before that, he spent 20 years at Deutsche Bank and predecessor companies as Global Chief
Economist and Head of Global Markets Research.
Steven has economics degrees from the London School of Economics and Stanford
University and started his career as an Economic Adviser at the UK Treasury. He prepares a
popular weekly macro video podcast, appears regularly on TV and radio and has written
numerous articles on finance and economics.
EMD: High Yields offer attractive entry point
Emerging market debt as an asset class is potentially poised for a rebound after widespread
selloff this year following a sharp rise in US rates, the Ukraine conflict and macro
uncertainty in China. Factors such as low valuations, strong fundamentals and the prospect
of a Fed pivot are all in favour of EM Debt. Matt Morgan, Head of Fixed Income, will explain
why credit selection, backed by solid research, is still key to boosting returns and averting
defaults amid a challenging global growth environment.
Matthew Morgan, Jupiter Asset Management
Head of Fixed Income
Matthew Morgan is Head of Fixed Income, with overall responsibility for the management of
Jupiter’s fixed income investment professionals, and the commercial and business strategy
of Jupiter Fixed Income. Matt reports directly to CEO Matthew Beesley and is a member of
the Senior Management Team.