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Income & Yield

Presentation

What you should know about AT1 CoCo bonds

An alternative to European high yield

  • What are AT1 CoCo Bonds?
  • Why invest in AT1 CoCos?
  • How do AT1 CoCos fit in bond portfolios?
  • The benefits of a broad, diversified approach to AT1 CoCos investing

Dominic Raab

Deputy CEO

Ipsum Lorem Capital
Presentation

What you should know about AT1 CoCo bonds

An alternative to European high yield

  • What are AT1 CoCo Bonds?
  • Why invest in AT1 CoCos?
  • How do AT1 CoCos fit in bond portfolios?
  • The benefits of a broad, diversified approach to AT1 CoCos investing
Presentation

A smoother path to equity income

Exploiting high-quality and lower-volatility stocks

  • Equity income investing should not come at the cost of volatility
  • Avoiding ‘dividend traps’ by looking beyond headline dividends and yields
  • Market participation with potential downside mitigation

Ben Wallace

Director & Portfolio Strategist

LI Investments
Presentation

A smoother path to equity income

Exploiting high-quality and lower-volatility stocks

  • Equity income investing should not come at the cost of volatility
  • Avoiding ‘dividend traps’ by looking beyond headline dividends and yields
  • Market participation with potential downside mitigation
White Paper

Enhanced income with investment-grade credit

A rules-based re-tilting approach

  • Tilting towards higher yielding countries and currencies
  • Amplifying income by systematically overweighting certain sectors
  • Controlling idiosyncratic exposure through risk-stratifying and increased diversification

George Eustice

Head of Capital Markets

Lorem Asset Management
White Paper

Enhanced income with investment-grade credit

A rules-based re-tilting approach

  • Tilting towards higher yielding countries and currencies
  • Amplifying income by systematically overweighting certain sectors
  • Controlling idiosyncratic exposure through risk-stratifying and increased diversification
Presentation

High Yield: Equity-like returns…with half the risk?

  • Comparable total returns to equities but with reduced volatility
  • High-yield's place at the allocation table - correlations with other asset classes
  • Risking down - a tactical approach

Steve Barclay

Senior Portfolio Manager, Multi-Asset Strategies

Ipsum Global Advisors

Priti Patel

Head of Relationship Management

Ipsum Global Advisors

Gavin Williamson

Investment Analyst

Ipsum Global Advisors
Presentation

High Yield: Equity-like returns…with half the risk?

  • Comparable total returns to equities but with reduced volatility
  • High-yield's place at the allocation table - correlations with other asset classes
  • Risking down - a tactical approach
Presentation

In search of sustainable equity income: A forward-looking approach to dividend investing

  • Dividends deliver: Examining the contribution dividends make to total returns
  • Identifying high quality companies with strong financial health and ability to sustain above average payouts
  • Applying the "Economic Moat" and "Distance to Default" principles

Brandon Lewis

Fund Manager

Lorem Ipsum Investment Solutions
Presentation

In search of sustainable equity income: A forward-looking approach to dividend investing

  • Dividends deliver: Examining the contribution dividends make to total returns
  • Identifying high quality companies with strong financial health and ability to sustain above average payouts
  • Applying the "Economic Moat" and "Distance to Default" principles
Fireside Chat

Junk bonds go global: A diversified portfolio strategy

  • The growth of European and emerging high-yield bond markets now makes a genuinely global strategy possible
  • Europe and emerging markets introduce very different sector exposures
  • New sources of diversification and alpha come from country-of-issuer risks, particularly in emerging markets

Amanda Milling

Senior Investment Manager

Lorem Investment Management

Kwasi Kwarteng

CEO & CIO

Lorem Investment Management
Fireside Chat

Junk bonds go global: A diversified portfolio strategy

  • The growth of European and emerging high-yield bond markets now makes a genuinely global strategy possible
  • Europe and emerging markets introduce very different sector exposures
  • New sources of diversification and alpha come from country-of-issuer risks, particularly in emerging markets
Presentation

Is higher global inflation around the corner?

And what are the implications for real yields?

  • The classical view of inflation determination
  • Big-time macro stimulus
  • Now vs. Then: A comparison with the global financial crisis
  • What are the implications for real yields?

Simon Hart

VP, Risk Analyst

Lorem Capital Management
Presentation

Is higher global inflation around the corner?

And what are the implications for real yields?

  • The classical view of inflation determination
  • Big-time macro stimulus
  • Now vs. Then: A comparison with the global financial crisis
  • What are the implications for real yields?