Markets & views
Aviva Investors client conference 2009
Turning adversity into opportunity
Thank you to all who attended our 15 May 2009 conference at the Landmark Hotel. Thank you for taking the time to come, listen and question, and for the very favourable feedback we’ve received.
Regardless of whether you were able to join us or not, we hope that you will find the conference slide pack and our Opportunities in Fixed Income Viewpoint of interest.
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This time it is different Stewart Robertson, Chief Economist UK and Europe View presentation (PDF 1.3MB) |
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Asset Allocation, 2009 and beyond Adrian Jarvis, Director of Investment Strategy View presentation (PDF 287KB) |
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Opportunities in fixed income
Our fixed income investment managers presented the cases for each of the fixed income asset classes they champion. Sovereign bonds, Investment Grade Corporate bonds, High Yield bonds and Emerging Market bonds all offer interesting investment opportunities in these turbulent times. Here we summarise these opportunities, the key drivers of performance and the risks faced
Read viewpoint (PDF 137KB)
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Sovereign bonds Shahid Ikram, Head of Sovereign Debt, View presentation (PDF 358KB) |
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High yield bonds Todd Youngberg, Head of High Yield, View presentation (PDF 507KB) |
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Investment grade corporate bonds Roger Webb, Head of Credit Portfolio View presentation (PDF 191KB) |
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Emerging market bonds Kieran Curtis, Portfolio Manager of Emerging View presentation (PDF 526KB) |
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Governance matters Richard Field, Director of Global Investment View presentation (PDF 484KB) |
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