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July Bonds Roundtable: capitalising on valuations

Room151 brought together experienced LGPS investors, a consultant and two asset managers, Barings’ Chris Sawyer and Janus Henderson’s Jim Cielinski, to discuss the rapidly evolving fixed income landscape. The event was chaired by Tim Mpofu, head of pensions and treasury at London Borough of Haringey.

Read the July Bonds Roundtable here.

Participants:

Chris Sawyer, head of European high yield investments group, Barings

Mairead O’Dowd, director, Institutional Investments at Barings

Jim Cielinski, global head of fixed income Janus Henderson Investors

Oliver Miller, director of Institutional Business, Janus Henderson Investors

Matthew Holdgate, portfolio manager, Border to Coast Pensions Partnership

Umer Nazir, portfolio manager, London CIV

Tim Mpofu, head of pensions & treasury London Borough of Haringey

Chris King, investment consultant, Hymans Robertson

Mona Dohle, LGPS editor Room151

You can read full coverage of the session here

Please note: We have used a new dynamic digital platform for the Roundtable report. The report can be navigated using the arrow keys, by scrolling as in a normal web page, and by using the contents button in the top right corner.

Volatile stock markets ahead of US president Trump’s ‘Liberation Day’ speech could weigh on asset price estimates for the LGPS triennial valuation.

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