Fixed Income Roundtable
Issue date: July 23, 2007
Audiocast
Bond managers are leveraging and shorting their portfolios in a quest to boost returns. Pension funds, such as the giant California Public Employees' Retirement System, are starting to loosen their investment guidelines.
In this round table, Pensions & Investments brought together six leading investment experts. They discuss the pros and cons of relaxing the constraints on managers, whether this trend will last long-term, how 130/30 for bond managers can reduce risk, and the implications of rising emerging market wealth on global bond markets.
- Eric Busay, Portfolio Manager, CalPERS
- Gregory DeForrest, Senior Vice President, Global Manager Research Group, Callan Associates
- Andrew Phillips, Managing Director, BlackRock Inc.
- Albert Gutierrez, Chief Investment Officer, SCM Advisors LLC
- Paul A. McCulley, Managing Director, Pacific Investment Management Co.
- Olaf Rogge, Founder and co-CIO, Rogge Global Partners PLC.
Panelists:
Moderator: Joel Chernoff, Executive Editor of P&I
Play Audiocast:
Length of Audiocast: 23 minutes and 45 seconds
Download Audiocast: right click here
Online Exclusive
View Edited Transcript
To purchase a hard copy or electronic reprints, please contact Laura Picariello at (732) 723-0569 or email lpicariello@crain.com.
Loading...
