In-person Event: From Hikes to Cuts: Navigating market cycle with fixed income expert Thornburg

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About the event

From Hikes to Cuts: Navigating market cycle with fixed income expert Thornburg

“The time has come for policy to adjust.” The statement marked the embarkment of a new monetary policy cycle of rate cuts by the Federal Reserve following one of the most aggressive hike cycles in the past three decades. Fixed income along with other risk-on assets such as emerging market equities and the small cap sector have since attracted much attention from investors as they have typically fared well under such market backdrop.

Endowus, in partnership with Thornburg Investment Management, a recognised fund manager renowned for its expertise in navigating the complexities of fixed-income markets, warmly invites you to this exclusive event dedicated to exploring income opportunities under the evolving investment landscape and how fixed income as an asset class can traverse across market cycles.

Join us on Nov 12, 2024 (Tuesday) from 6:00-8:00pm to hear from Edwin Ho, Senior Client Advisor at Endowus and Christian Hoffmann, Head of Fixed Income and Managing Director from Thornburg Investment Management, where the two experts will cover the implications of the recent monetary policy change, unique opportunities offered for strategic investment, strategies for optimising one’s portfolio to weather volatility amidst these shifts.

‍Event Information

Date: Tuesday, 12 November 2024
Time: 6-8PM
‍Venue: HKGTA Town Club, 24/F, New World Tower, 16-18 Queen's Road Central, Central

The event may qualify for 1 hour of Continuous Professional Training (CPT) under the Hong Kong Securities and Futures Commission guidelines subject to your employer or internal compliance approval. An attendance letter can be requested and will be issued 14 business days after the event. A minimum participation time of 50 minutes is required to receive credit.

About the speakers

Christian Hoffmann, CFA, Head of Fixed Income and Managing Director, Thornburg Investment Management

Christian Hoffmann is head of fixed income and a portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as a fixed income analyst and was promoted to associate portfolio manager in 2014. Christian was named a managing director in 2017, was promoted to portfolio manager in 2018, and to head of fixed income in 2024.

Prior to joining Thornburg, Christian served as a senior credit analyst with H.I.G. Capital in Miami, Florida, where he specialized in distressed debt investments and credit driven special situations. He began his career in the investment banking division of Lehman Brothers and later spent several years working on the high yield research desk at the firm. Christian holds a bachelor’s degree in economics from New York University. He is also a CFA charterholder.

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Edwin Ho, CFA, CAIA, Senior Client Advisor, Endowus

Edwin is a Senior Client Advisor at Endowus. Prior to joining Endowus, he was a Fixed Income Product Specialist in DWS Group (formerly Deutsche Asset Management), and Investment Counsellor in HSBC Private Bank where he provided investment advisory service to high net worth clients. He graduated from The University of Hong Kong with a Bachelor of Economics and Finance. He is also a CFA charterholder.

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Investors can now access the Limited Term Income Fund managed by Thornburg Investment Management on the Endowus Fund Smart platform. Learn more here.

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