Fixed Income: Don’t be Afraid of Derivatives
FOR SOPHISTICATED INVESTORS ONLY
9 August 2016
Many investors are understandably wary of derivatives. James explains what derivatives are, why the Nikko AM fixed income uses them in portfolios, and how to manage their risks.
Duration: Approx 4 minutes
James Alexander, Co-Head of Global Fixed Income & Head of Australian Fixed Income
Bachelor of Commerce (Finance)
James joined the business in 2013 and is responsible for the Australian fixed income team’s investment process, products and performance, as well as managing portfolios for the Core Solutions segment of the Australian fixed income offering. He also has joint management responsibility for Nikko AM’s global fixed income team.
James has over 25 years’ experience in the financial services industry, with fixed income portfolio management experience gained mostly from his time at AllianceBernstein Australia. James has a breadth of experience in managing fixed income portfolios across many different strategies encompassing both core fixed income exposures and liability driven investing. He began his career on the trading floor of the Sydney Futures Exchange after emigrating from Canada in 1989.
This video was prepared and is presented by Nikko AM Limited ABN 99 003 376 252, AFSL 237563 (Nikko AM Australia). This video is for the use of advisers and sophisticated investors only. The information provided may contain general advice and has been prepared without taking into account your objectives, financial situation or needs. It is not intended to constitute personal advice and must not be relied upon as such. Whilst we believe that the information herein is correct as at the date presented, no warranty of accuracy or reliability is given and no responsibility is accepted for errors or omissions. Past performance is not an indicator of future performance. Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided as to the positions. Nikko AM Australia is part of the Nikko AM Group.