This presentation explores Allspring’s differentiated approach to flexible fixed income investing and why it delivers more.   More opportunistic. More diversified.  More consistent.  This unique approach to global fixed income investing has not only delivered superior risk-adjusted returns but done so consistently over different types of market environments and cycles.
We'll also show why it’s the ideal time to revisit flexible fixed income strategies.  Recent market volatility has exposed the risks of certain types of approaches that were not evident just a few years ago.  We’ll also discuss the hidden risks emanating from the unusual and extreme asset concentration in this segment of the fixed income market.

Workshop Objective:
1. Understand the key components of a multi-sector fixed income investment process, including security selection, sector allocation, and risk management techniques.
2. Analyse the relative value and risk-return characteristics of major fixed income sectors, such as government bonds, corporate credit, high yield, emerging markets, and securitized products.
3. Evaluate the current market environment and economic factors influencing various fixed income sectors.

Company Profile: Allspring Global Investments, a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. With more than $570 billion in assets under advisement (as of 31/3/2024) and 21 offices around the world, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible.

As a leading active manager specializing in liquid real assets, and pioneers of REIT investing,  Cohen & Steers sees a more favourable backdrop emerging for Global Real estate, as moderating inflation should lead to monetary easing.  Combined with attractive valuations, resilient fundamentals, and opportunities created by demographic and technology trends, Cohen & Steers believes now is an attractive entry point for investors.

Workshop Objective: To understand how listed real estate offers access to high-quality assets with strong growth potential, providing an efficient, liquid vehicle for investors seeking a unique investment approach offered by Cohen & Steers. 

Company Profile: Dedicated to the pursuit of excellence in everything we do, Cohen & Steers, New York Stock Exchange listed company, is a leading global investment manager specializing in real assets and alternative income, focused on delivering alpha, income and diversification. Our teams are relentless in their drive to provide superior investment solutions and passionate about constantly innovating to meet the needs of clients today and anticipate their challenges of tomorrow

Once a niche, subsegment of the private equity industry in the early 1990s, the secondary private equity industry has seen exponential growth over the last 30 years.  Owing in large part to the growing inventory of primary private equity commitments made by limited partners over the last few decades, an industry which used to account for less than US$1 billion per annum of transaction volume in its infancy is now generating upwards of US$100 billion per annum and has become a mainstream strategy within the alternatives universe.  This session will discuss the past and continual evolution of the secondary private equity industry, with a focus on the key themes and opportunities that asset owners should watch out for in 2024 and beyond.

Workshop Objective:
1.    Educate participants on the benefits of secondary private equity
2.    Explore trends and provide an outlook for the growing secondaries market
3.    Analyze the differing risk-return profiles of LP-led and GP-led secondary transactions

Bond yields are structurally higher following the COVID-19 pandemic, but disruptive forces are also at play. Geopolitical uncertainty, the rise of Artificial Intelligence and the accelerating energy transition all need the attention of today’s fixed income investor. The key is to develop bond strategies that marry these seismic shifts with income opportunities, while managing downside risk.

Join Mat Rees, Head of Global Bond Strategies at LGIM, as he outlines the potential diversification benefits on offer from his absolute return bond strategies and how he uses active duration management, including the ability to hold negative duration, to boost return potential even in a rising rate environment like we saw in 2022. Mat will also outline how he and his team use active credit management across investment grade and high yield sectors to generate consistent income across market cycles.

Workshop Objective: To introduce to attendees LGIM’s absolute return and global income bond strategies. 

Company Profile: We are Legal & General Investment Management (LGIM), the asset management business of Legal & General Group. We strive for a strong partnership with our clients, working together to achieve positive long-term outcomes.  

We draw on industry-leading expertise to innovate across public and private assets, index and active strategies. We are a responsible investor, rising to the challenges of a rapidly changing world. On behalf of savers, retirees and institutions worldwide, we manage USD 1.4 trillion in assets.*


*Source: LGIM internal data as at 30 June 2024. The AUM disclosed is shown on the basis of client direct investments and excludes any double count from fund of fund holdings. The AUM includes the value of securities and derivatives positions.