We would like to invite you to our Fixed Income Lunch on Tuesday 10th February at The Ned, 27 Poultry, London EC2R 8AJ from 12:15pm for a 12:30pm start.

Our speakers will be Mo Kazmi, Chief Strategist & Senior Portfolio Manager, and Thibault Colle, Head of Corporate Debt, from our Global & Absolute Return Fixed Income Team. The team is based across London and Geneva, and applies a macro, top-down approach and places a strong emphasis on liquidity. Currently the team manages over $23bn in AUM, across multiple credit sectors.

With the Fed having continued its easing cycle despite the higher inflation backdrop, the team will discuss implications of the Trump administration's policies on the US economy as well as its consequences abroad. They will share how the team is positioning fixed income portfolios in this uncertain backdrop and in which segments of the market they see value.

Mo & Thibault will lead the discussion through a Multi-Sector Income lens. This reflects the approach of our UBAM – Strategic Income fund, which is designed to serve as a core Fixed Income portfolio solution. The fund has an IG risk profile and seeks to deliver superior income relative to traditional IG by c.1.5-2% per annum by investing in high income segments of global credit markets e.g. BBs, CLOs, AT1s and EM