Investor Insights
#BondsLoans24 - The damage done: When will the recovery start and what will it look like for emerging economies post-COVID19?
Peter Marber (Aperture Investors), Charles Robertson (Renaissance Capital), Marshall Stocker (Eaton Vance Management), James Sadler (Bank of America Merrill Lynch) and Greg Saichin (Even Keel Family Office) debate the winners and losers of the pandemic
17 Jul 2020
#BondsLoans24 - Debt relief: What is the impact on private creditors? What are the implications for EM debt as an asset class?
Samir Gadio (Standard Chartered), Lucie Villa (Moody’s Investors Service), Trang Nguyen (SMBC Nikko Capital Markets) and Thomas Christiansen (Union Bancaire Privee) consider the implications of debt relief for private investors, and on the EM debt asset class as a whole
17 Jul 2020
#BondsLoans24 - Evolution of structured debt (CRIs, CRAs, securitisation and illiquid strategies) in Brazil: Still a viable funding instrument following regulation updates and COVID?
Bruno Gomes (CVM), Guilherme Ferreira (Jive Investimentos), Lucas Drummond (Grupo Gaia), Leandro de Albuquerque (S&P Global Ratings) and Daniel Eskinazi (Soul Capital) discuss how Brazil’s structured debt market could provide a much needed alternative source of capital to corporates
16 Jul 2020
#BondsLoans24 - Anticipating Stock Corrections and Crashes
Michael Gayed of Toroso Investments talk us through how Gold and Lumber can anticipate stock market corrections and crashes
16 Jul 2020
#BondsLoans24 - After turning on the printers, will developed market stimulus make its way into emerging markets?
Sergio Trigo Paz (Blackrock), Jan Dehn (Ashmore), Cian O’Brien (Colchester Global Investors), Trieu Pham (ING), and Sergey Dergachev (Union Investment Privatfonds) debate whether developed country stimulus will make their way into emerging markets and the potential inflationary impact
14 Jul 2020
#BondsLoans24 - How to build back better: Incorporating strong ESG credentials while making tough cost and investment decisions post COVID-19
Esther An (City Developments Limited), Virginie Maisonneuve (MGA Consulting), Hardik Shah (GMO), Leong See Meng (Cagamas) and Sadiq Currimbhoy (Maybank Kim Eng) discuss the pros and cons of dedicating resources to ESG credentials when rebuilding post-COVID-19
13 Jul 2020
#BondsLoans24 - How to price deals in the current market where there are no reference points?
Alfredo Mordezki (Santander Asset Management), Jack Deino (BlackRock), José Martínez Sanguinetti (Rimac Seguros), Alessia Falsarone (Pinebridge Investments), and Juan Sebastián Restrepo (Skandia) debate how to price LatAm credit deals when there are no benchmarks.
13 Jul 2020
#BondsLoans24 - Corona social bonds: How does the pandemic make a stronger business case for pursuing strategic ESG integration into funding strategies?
Rahul Sheth (Standard Chartered), Elena Chimonides (London Stock Exchange Group), Axel Bendiek (Ministry of Finance of the State of North Rhine-Westphalia), Farnam Bidgoli (HSBC), Giulia Pellegrini (Allianz Global Investors) discuss the long term prospects of Corona social bonds and pursuing ESG integration into funding
8 Jul 2020
#BondsLoans24 - This time is different: How long and deep will this bear market be?
Mark Mobius (Mobius Capital Partners) speaks to Alex Johnson (GFC Media Group) about how he expects the markets to respond after COVID-19 based on experience from previous bear markets
8 Jul 2020
#BondsLoans24 - Economic backdrop vs. investor demand: How to price Russian risk in June 2020
Investors: Ravil Yusipov (TransFinGroup), Richard Segal (Manulife), Alexey Tretyakov (Aricapital Asset Management), Florian Boehringer (Vontobel Asset Management) speak to Pavel Isaev (Gazprombank) about how to price Russian risk.
8 Jul 2020
#BondsLoans24 - Understanding price discovery in African credit
Simon Howie (Ninety One), Joe Delvaux (Emerging Market Investment Management), David Rajak (Bayport International), Brock Hoback (ALCB Fund), and Matthew Duggan (Absa) analyse how to price African credit when there are no benchmarks
8 Jul 2020
#BondsLoans24 - How is Turkey’s political economy responding to the COVID volatility?
Timothy Ash (BlueBay), Osman Cevdet Akcay, Habib Rab (World Bank) and Philippe Dauba-Pantanacce (Standard Chartered) discuss Turkey’s economy, politics and markets.
8 Jul 2020
#BondsLoans24 - Market technicals vs. economic fundamentals: Are COVID-19 and oil price pressure properly reflected in GCC bond/sukuk spreads?
Mohieddine Kronfol (Franklin Templeton Investments), Abdul Kadir Hussain (Arqaam Capital), Andrea Vigo (EQUATE), Jan Friederich (Fitch Ratings), and Farouk Soussa (Goldman Sachs) debate whether GCC bonds and sukuk prices reflect underlying risk
8 Jul 2020
#BondsLoans24 - Trading in and out of Asia: Where do investors see value in the markets?
Gareth Nicholson (Bank of Singapore), Prashant Singh, (Neuberger Berman), Raymond Chia (Schroders) and Dhiraj Bajaj (Lombard Odier) discuss where they see value in the Asia credit markets
8 Jul 2020