Tuesday, 15 November 2022, 08:30
Main Hall LAC Lugano Arte e Cultura, Piazza Bernardino Luini 6, 6900 Lugano
Why Financial Stress will be Focused Primarily on Growth, Inflation and Central Bank Monetary Policymaking.
Join us at the Fundsgate Business Breakfast with Thornburg Investment Management for a discussion on the current investment landscape and specifically the fixed income market. We will be discussing why financial stress will be focused primarily on growth, inflation and central bank monetary policymaking. The challenges facing the global economy will not abate soon. With inflation now at 8.3%, the US Federal Reserve is trying to look as tough as possible. The market entertains a few different views about the trajectory for US inflation – as well as inflation elsewhere. We will share our thoughts on the US Federal Reserve’s three mandates and when might they pivot from their current position.
Expectations of continued volatility and market dislocations support the benefits of a flexible and diversified global fixed income investment portfolio. We will explore how Jeffrey and his team manage the Thornburg Multi-Sector Opportunities Strategy (available as a UCITS open-ended fund, Strategic Income Fund).
Event Agenda:
08:30 – 08:45 Registration
08:45 – 08:50 Welcome speech, Christian Barozzi, Fundsgate SA
08:50 – 09:00 Welcome speech, Christian Elsmark, Head of Thornburg Investment Management
09:00 – 09:30 Why Financial Stress will be Focused Primarily on Growth, Inflation and Central Bank Monetary Policymaking, Jeffrey Klingelhofer, Co-Head of Investments, Thornburg Investment Management
09:30 – 09:40 Q&A Session
09:40 – 10:30 Networking & Breakfast
Thornburg Strategic Income Fund (UCITS)
Thornburg Strategic Income Fund is a flexible, multi-sector bond strategy that invests across the global fixed income universe. This Fund is a dynamic solution that seeks attractive risk-adjusted results by investing while taking below-average risk across standard time periods compared to peers in the Morningstar Multisector Bond category. Attractive return potential is the result of our non-siloed collaborative approach that ensures relative-value investment insights and judgement applied to portfolios in a risk-controlled framework.
Our Speakers
Jeffrey Klingelhofer is Co-Head of Investments for Thornburg Investment Management. He is a portfolio manager on fixed income and multi-asset strategies. Jeff earned a BA in economics with a minor in business from the University of California at Irvine, and an MBA from the University of Chicago Booth School of Business in 2010. He is also a CFA charter holder.
Christian Elsmark is Head of Thornburg Investment Management Limited, the London-headquartered organization responsible for institutions and professional investors outside the United States. He has almost 30 years of experience in all aspects of the financial services industry. Chris holds an MA with honors in economics and law from the University of Edinburgh, and an MBA (with Director’s Commendation) from Cass Business School, City University of London.