A Roadmap for Fixed Income Investing in a Pandemic Economy

A Roadmap for Fixed Income Investing in a Pandemic Economy

(presentation has been acceoted by CFP Board for 1 CFP CEU)

presented by

Eddy Vataru, CFA, Chief Investment Officer/Porfolio Manager

Osterweis Capital Management

COVID-19 has thrown a wrench in all risk markets in 2020, forcing asset managers to look deeper in their playbooks to manage their risk while seeking investment opportunities. Monumental fiscal and monetary stimulus programs have buoyed markets but are not themselves curative of the underlying cause of the economic shutdown.

During the presentation, Eddy Vataru, a portfolio manager with experience in passive, active, and hedge fund strategies, will provide a framework for reviewing the current landscape in fixed income in the context of central bank intervention. He will help identify opportunities and potential pitfalls in the current market and share insights from his experience during the Global Financial Crisis of 2007-2008. Click here for speaker bio.

Learning objectives:

1. Eddy will share with the audience ideas they could use in their fixed income portfolio sleeves during this period of market dislocations.

2. This presentation will examine how to value fixed income securities in this new market dynamic.

3. Eddy will discuss the parallels between the great recession and the current market environment and how portfolio construction can improve client outcomes.

Level of Complexity: Advanced

This is a free event for FPA members only but you must reserve your seat no later than Tuesday, June 30.

Prior to the event you will receive a link to register in advance directly with the web host. After registering, you will receive an email confirmation containing information about how to join the meeting.