May 11, 2017
Andrew Lake, fund manager of the Mirabaud Global Strategic Bond Fund talks about Mirabaud's global fixed income capability and how he and his team are finding credit opportunities in a low growth environment.
He outlines Mirabaud's current portfolio positioning in a world affected by geopolitical events and regional interest rate differentials between the US and Europe.
He also examines the impact of an extended credit cycle, some of the headwinds his portfolio has faced over the last year and why investors should still consider seeking opportunities in the bond market despite historically low yields.
Andrew is speaking with Jake Moeller, Head of Lipper UK & Ireland Research in London on May 8, 2017.
About Andrew Lake
Andrew Lake, Head of Fixed Income, is the lead manager of Mirabaud - Global High Yield Bonds, the co-lead manager of Mirabaud - Global Strategic Bond Fund and manages the team of five in charge of Fixed Income funds.
He has experience in the asset management industry since 1996. Prior to joining Mirabaud Asset Management in 2013, Andrew was Head of High Yield Portfolio Management at Aviva Investors. He has managed High Yield funds at Merrill Lynch Investment Managers, where he was responsible for High Yield in London, and at F&C Investments, where he co-managed the institutional High Yield product. He also managed investment grade funds at IBJ Asset Management.
Andrew has a history degree from the University of York, an M.B.A from the Booth School of Business at the University of Chicago and is a qualified barrister.
Sign up for weekly updates on fund markets and investment opportunities here.
Disclaimer:
This material is provided for as market commentary and for
educational purposes only and does not constitute investment
research or advice. Thomson Reuters cannot be held responsible for
any direct or incidental loss resulting from applying any of the
information provided in this publication or from any other source
mentioned. Please consult with a qualified professional for
financial advice.