Repositioning Bond Portfolios for “Insurance” Rate Cuts – Allianz Global Investors – 7.29.19

Summary:

Now On Demand.

The Fed’s return to more dovish sentiment may be signaling the start of an insurance easing cycle. As investors continue to hunt for income, what does a return to rate cuts mean for fixed income allocations? How should advisors re-position their clients’ bond portfolios to protect them from hidden risks that may become exposed as the late cycle continues?

Join us as we explore:

  • Our expectations on the upcoming FOMC meeting and the Fed easing cycle
  • The hidden risks in many fixed income portfolios
  • Our perspective on fine-tuning your clients’ fixed income allocation to generate additional income


Sponsors of this webcast may contact registrants.

Speakers:
Carl Pappo Jr., CFA
Managing Director, CIO
US Fixed Income

Mr. Pappo is CIO US Fixed Income and a managing director with Allianz Global Investors, which he joined in 2017. As the leader of the US Fixed Income team, his responsibilities include chairing the core strategy team (which sets portfolio risk allocations) and acting as lead portfolio manager for a number of strategies. He is also a member of the firm’s US Executive Committee. Mr. Pappo has 26 years of investment industry experience.

Mr. Pappo previously worked at Columbia Threadneedle Investments, where he was head of the core fixed-income team; earlier at the firm, he led the credit team and the investment grade research team. Before that, Mr. Pappo worked at Fleet Investment Advisors where he managed taxable fixed-income funds and institutional portfolios. He began his career as a corporate bond trader.

Mr. Pappo has a B.S. in accounting from Babson College. He is a CFA charterholder.
Mona Mahajan
Director, Portfolio Manager
US Investment Strategist

Ms. Mahajan is a portfolio manager, a director and the US investment strategist with Allianz Global Investors. She has thought leadership and portfolio management responsibilities at the firm, and 16 years of investment industry experience. Ms. Mahajan has a B.S. in economics from The Wharton School, The University of Pennsylvania; a B.A.Sc. in computer sciences from the University of Pennsylvania, and an M.B.A. from Harvard Business School.

Overview:
Title: Repositioning Bond Portfolios for “Insurance” Rate Cuts
Date: Monday, July 29, 2019
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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