GLOBAL INVESTMENT INSIGHTS

Video | Syed Zamil, Senior Investment Strategist, Insight Investment

In this exclusive interview Syed discusses the benefits of a systematic approach to bond investing and how it can be applied to capitalise on the tailwinds driving opportunities in “Falling Angels”.

Watch the full interview which covers:

00:23 - Can you run us through the difference between a ‘fallen angel’ and ‘falling knife’ and how you can tell the difference when purchasing those bonds?

01:58 - Systematic equities have been popular for a long time, but systematic fixed income isn’t as popular. Why is that and why is systematic fixed income on the rise now?

03:33 - What are the benefits of a systematic approach, compared to a traditional discretionary approach, when accessing fallen angels

05:09 - What technological advancements have allowed Insight to be more efficient and effective in the way you invest?

07:03 - Tariffs are affecting all areas of global markets, is this dislocation a good thing for fallen angels (bonds) and, if so, why?

Video | Cathy Bevan, Head of Structured Credit, BSP-Alcentra (Franklin Templeton)

In this exclusive interview Cathy discusses what Collateralised Loan Obligations (CLOs) are, how investors use them in portfolios, the common misconceptions about CLOs, the many lessons learned throughout her career navigating global markets, and the key to achieving long-term success in the asset class.

Watch the full interview which covers:

0:19 - What are CLOs and how do investors use them in portfolios?

1:41 - What are the common misconceptions about CLOs?

3:37 - How does having a global approach to investing in CLOs set your team up for success?

5:24 - What are the key benefits of an opportunistic fund that invests in third party CLOs compared to a captive equity fund?

9:44 - When investing in CLOs, how do you assess risk in the underlying collateral portfolios?

11:45 - Why is it important to assess the style and performance of CLO managers?

15:23 - What is your top lesson learned from your significant experience as a CLO investor?  

Video | Lucas Hartmann, Former Head of Equities, Fixed Income & Alternatives, NGS Super; Founder & CEO, BeanTree Advisors

In this exclusive interview Lucas discusses an institutional approach to investment manager selection and due diligence and shares actionable insights for achieving desired investment outcomes over the long term.

Watch the full interview which covers:

00:23 - What are the key factors investors should consider when selecting investment managers?

03:23 - When looking at an investment manager’s track record, how do you separate skill from luck?

04:31 - What are some tips you can share for gaining valuable insights from due diligence meetings with managers?

06:12 - What is the ‘right’ fee to pay an active manager? 

07:34 - Investment due diligence tends to focus on selecting managers, how should investors decide when it is time to terminate a manager?