Mihkel Kase

Fund Manager, Fixed Income

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Videos: Webconferences

02APR 2019

Navigating market uncertainty webcast

Using the full breadth of markets across credit, rates and currencies provides many opportunities, but the key in this environment is determining the amount of risk, and where and when to take that risk.

Fixed Income

17DEC 2018

2018

DECEMBER

04DEC 2018

Videos: Webconferences

The absolute return challenge - Webcast

By design, absolute return strategies are generally aimed at producing relatively stable returns through different market environments. But with markets suffering several bouts of volatility this year, most recently in October, has your absolute return exposure delivered on expectations?

NOVEMBER

24NOV 2018

Fixed Income

The risk of familiarity bias in asset allocation

Familiarity bias is like being at a party where it’s easier to chat with friends than mingle with strangers — but it can lead to sub-optimal diversification as investors stick to familiar ‘go to’ assets, rather than exploring the full universe of options.

MAY

29MAY 2018

Videos: Webconferences

Are absolute returns from bond funds possible in a rising rate environment?

Faced with this raising rate environment, absolute return oriented bond strategies are an ideal complement alongside traditional fixed income in client portfolios to meet the ongoing need for income, coupled with the desire to protect capital as yields pick up.

2017

OCTOBER

18OCT 2017

Videos: Webconferences

Searching for greater certainty and predictability of income

Explore ways to gain greater certainty in your defensive portfolio

MAY

24MAY 2017

Videos: Webconferences

Credit Securities Investment update

Credit markets have delivered stable income through a relatively volatile period of bond yields.

2016

OCTOBER

12OCT 2016

Videos: Webconferences

Credit securities - Investment update

Mihkel Kase, Credit Securities Fund Portfolio Manager, outlines the benefits of our multi-strategy approach to credit investing, including the breadth of the opportunity set, current trends in corporate bond and credit markets and benefits of taking an active and diversified approach.

AUGUST

11AUG 2016

Fixed Income

A multi-strategy approach to credit investing

Mihkel Kase, Fund Manager, Fixed Income, discusses how falling cash rates and with the search for yield continuing, we see credit playing an important role in client portfolios. He provides insights into the breadth and diversity within the credit universe and the optimal way to invest. Click the download button below to access the full paper.