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Investing in fixed income during uncertain times

In this live-recorded webinar, Head of Fixed Income, Victor Mphaphuli, Senior Portfolio Manager, Sylvester Kobo and Investment Analyst, Stephan Pienaar, discuss their approach to fixed income investing during the current market cycle. They also share their views and insights into managing the risks and finding the opportunities that lie ahead.

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Victor Mphaphuli

Victor Mphaphuli

Head of Fixed Income

Sylvester Kobo

Sylvester Kobo

Senior Portfolio Manager

Stephan Pienaar

Stephan Pienaar

Investment Analyst

Key takeouts 
  • The fear of the global pandemic is normalising and credit spreads are stabilising and bond yields are recovering
  • In this environment of heightened risk, our teams are meeting more regularly and assessing the specific risks on all exposures within our portfolios
  • Credit risk management is key. Our disciplined process means we leverage the views of our independent credit committee and follow a constant in-depth review of all exposures based on our sophisticated internal ratings model.
  • The outlook remains uncertain. Heightened monitoring and a disciplined credit process are critical while continually assessing market shifts to take advantage of opportunities.

 

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