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Panelists:
對話嘉賓:
Boaz Weinstein, Founder and Chief Investment Officer of Saba Capital Management
Richard Lawrence,Brandywine投資組合管理副總裁
Richard Lawrence, Vice President and CIO of Brandywine Global Investment Management
Boaz Weinstein,Saba Capital Management的創辦人兼首席投資官
Moderator:
主持人:
Vanessa Xu, Co-founder, Managing Partner, and Chief Investment Officer of VSP
徐瑩,維世管理合夥人、首席投資官
Highlights:
對話亮點:
- The fixed income opportunities and challenges under unconventional monetary and fiscal policies
- 在非常規的貨幣和財政政策下固定收益投資的機遇和挑戰
- The role of fixed income investment in portfolio construction
- 如何定位固定收益在組合中的作用
- How we achieve asymmetric upside return with downside protection, by leveraging credit derivatives and other alternative fixed income products?
- 如何利用信用衍生品和其他另類投資獲得非對稱性收益?
- An application to SPAC in fixed income investment
- SPAC在固收市場中的應用
- The current opportunities in interest rate and foreign exchange market from a global perspective
- 現在關注的全球利差和匯率機會