Feb 13, 2020
Juan discusses the philosophy the fund, outlines the positioning of his portfolio and shares his views on the broader economic factors that are currently influencing fixed income markets.
|00:20||Outline the objective of the Artemis Target Return Bond Fund|
|01:15||What type of investor would be attracted to this fund?|
|02:30||How did you set your performance target? How confident are you that you will meet it?|
|04:15||What economic environment best suits this fund? When could it struggle?|
|06:10||How is you portfolio positioned from a credit perspective?|
|08:00||What is your view on global rates and how is your duration positioned?|
|11:05||What is your view on global inflation?|
|13:00||Do you have any macroeconomic concerns at the moment?|
|14:00||What are potential tailwinds that might drive returns in bonds at the moment?|
Juan Valenzuela is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv, in London on February 12, 2020.
Juan has degrees in both Law and Business from Carlos III University in Madrid. He began his career in 2003 at JP Morgan in Edinburgh. He joined SWIP in 2006 to manage several mandates, including its Absolute Return Bond Fund.
Juan went next to Alliance Trust, where from 2012 he helped launch and then co-managed the Dynamic Bond Fund. Before joining Artemis in February 2019, Juan worked from 2015 at Kames Capital, where he co-managed Kames’ Strategic (onshore and global) Bond Funds, LBPAM Kames Absolute Return Bond Fund and Core Plus Fund.
Juan is a CFA charterholder.
Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this fund.