Fixed income outlook 2024: What’s next after the “great reset”?

Tuesday 27 February 2024 | 18:30 - 20:30 | Evening Event

This event has been organised by CFA UK's Fixed Income Special Interest Group

With over a decade of ultra-low interest rates seeming in the rear-view mirror, discuss the implications for risks and potential returns across fixed income markets in 2024 and beyond.

Our panellists will guide you through one of the most significant shifts in history for fixed income markets. They will provide valuable insights into the implications of this “great reset” for risks faced by investors and potential portfolio returns in the coming years.

Timings

Speakers

Ella Hoxha, CFA, Head of Fixed Income, Newton Asset Management

Ella Hoxha, CFA, is Head of Fixed Income at Newton Investment Management Group. Prior to joining Newton, Ella worked in senior portfolio management roles at Pictet Asset Management, Wellington Management and Invesco, managing global bonds funds with a strong track record in absolute return and benchmarked strategies in macro rates and FX, specializing in the Asian and European markets.

Jim Leaviss, Chief Investment Officer of Fixed Income, M&G Investments

Jim Leaviss has been CIO of M&G Public Fixed Income since 2020, heading a team that invests across investment grade and high yield credit, government debt and emerging markets debt.

Jim joined M&G in 1997 after five years at the Bank of England, where he worked as a gilt market analyst and dealer. As well as heading up the team, he is manager and co-manager of a range of fixed income funds domiciled in London and Luxembourg.

Bert Lourenco, Global Head of Rates Research, Credit Agricole CIB

Bert Lourenco has been Global Head of Rates Research at Credit Agricole CIB since 2021, having previously headed the EMEA Rates Research Team at HSBC for over 6 years.

Prior to joining HSBC, Bert worked in roles spanning global rates research, proprietary trading, and portfolio management at leading global financial institutions including Citi, NatWest Markets and National Australia Bank.

Andrey Kuznetsov, CFA, Head of Fixed Income, Graian Capital Management

Andrey is currently the Head of Fixed Income for a multi-family office Graian Capital Management. He has joined from Federated Hermes, where he was responsible for management of a multi-billion total return credit platform across both public (UCITs) and private mandates for a wide range of clients – from private banks to investment consultants and pension schemes.

He is a graduate of London Business School and was named one of the rising stars of asset management by Financials News (25 under 40) in 2019. Andrey is a CFA charterholder.