After a secular bull market lasting 30 years, fixed income is now facing a challenging phase. Following a long period of monetary policies that have kept interest rates low in the United States, the Federal Reserve appears to have embarked on a normalization process. By contrast, European and Japanese rates seem to have reached historic lows due to the support of interventions by central banks. Additionally a combination of increased quantitative easing and lower trading liquidity has exacerbated the volatility of this asset class.
Keith Ney, Fixed Income Fund Manager at Carmignac, will present Carmignac Portfolio Global Bond’s investment allocation under the title “Alpha generation in an uncertain fixed income environment” at the Second Edition of the Funds Selector Summit to be held on 28th and 29th of April, where he will explain how they have been able to achieve performance by investing across sovereign, credit, and currency markets,
The conference, aimed at leading funds selectors and investors from the US-Offshore business, will be held at the Ritz-Carlton Key Biscayne. The event-a joint venture between Open Door Media, owner of InvestmentEurope, and Fund Society- will provide an opportunity to hear the view of several managers on the current state of the industry.
Keith Ney, who joined Carmignac Gestion in 2005, has been Fund Manager for Carmignac Securite since 2013. Prior to that, he worked as an analyst for Lawndale Capital Management from 1999 to 2005. Keith holds a Bachelor of Science in Business Administration from the University of California at Berkeley, and is a CFA Charter holder since 2002.
You can find all the information about the Fund Selector Miami Summit 2016, aimed at leading fund selectors and investors from the US-Offshore business, through this link.