ESG Factors and Integration in Colchester’s Investment Process
We are pleased to share our ESG integration process in this short video, presented by Colchester´s Senior Investment Officer Vi-Minh Tran. Vi explores the importance of complementing traditional sovereign balance sheet analysis with a systematic integration of Environmental, Social and Governance (ESG) factors to allow us to fully assess the financial stability of those developed and developing markets in which we may invest.
Colchester’s ESG Sovereign Engagement Insights
Jean Lee, Investment Officer presents Colchester’s thoughts on the importance of ESG issues with sovereigns, climate risk and how engagement opportunities assist to evaluate ESG and other risks which in turn allows for a better assessment of sovereign valuations.
Colchester’s Women in Finance present: Our Path to Success – Inclusion is the Key to Growth
Humility and respect for others is one of Colchester’s core values and we are committed to growing and nurturing diversity within the firm but also more broadly where we can. We celebrate diversity and inclusion with our latest Colchester’s Women in Finance video ‘#Inclusion is the key to growth’, where our employees share their thoughts and advice to help inspire the next generation.
Colchester’s Economic and Inflation Outlook – April 2021
Keith Lloyd, CEO & Deputy CIO, presents an update on Colchester’s Economic & Inflation Outlook at a time when countries are still working through the effects of the COVID pandemic and markets are increasingly concerned about the potential for rising inflation ahead.
India Bond Market Insights
We are pleased to share with you a short presentation from Colchester’s Investment Officer, Jean Lee. In this video Jean will share Colchester’s thoughts on India’s bond market, provide an overview of their economy, and discuss India’s potential for inclusion in global and emerging market indices.
ESG in Sovereign Debt Analysis
Claudia Gollmeier discusses ESG factors and the role of engagement within Sovereign Bond Analysis with Kristian Hartelius, Head of Quantitative Strategies at AP2, and Carmen Nuzzo, Head of Fixed Income at the PRI.
Fidelity shines a light on Colchester’s Global Bond Fund and real value approach
Watch Cian O’Brien, Senior Investment Officer, discuss our real value approach as Fidelity shines a light on Colchester’s Global Bond Fund.
A practical guide to ESG Integration in Sovereign Debt
Claudia Gollmieier, Colchester Senior Investment Officer and as Chair of the PRY Sovereign Working Group, has contributed to further work in this important field.
Global Fixed Income markets – Where to from here & what considerations for portfolio construction
Colchester Global Investors’ Martyn Simpson explores how global bonds offer potentially higher returns and a rich and diverse opportunity set creating a genuine defensive allocation. He explores how investment into global sovereign bonds offers a defensive asset class that adds ballast to diversified portfolios on top of compelling risk/reward outcomes and reinforcing the need to look beyond domestic borders highlighting how global government bonds have outperformed Aussie Government Bonds over the last 10 years.
Colchester and Responsible Investing
Claudia Gollmeier discusses how Colchester incorporates responsible investing principles into its investment process.
- What is responsible investing? (0:04)
- How does Colchester incorporate ESG into its process? (0.40)
- Would ESG factors lead Colchester to remove a country from the opportunity set? (2.00)
- How does Colchester support good ESG practices? (4.30)
Discussing sovereign bonds with Martyn Simpson
An allocation to sovereign bonds can enhance the defensive element of an investment portfolio and, as Martyn Simpson explains, can add above market returns or alpha as well.
- Why should investors consider investing in fixed income beyond Australia? (0:35)
- Why does Colchester choose to only invest in global sovereign bonds? (1:30)
- And does that restrict your portfolio’s diversification? (2:44)
- What about the performance of global fixed income? (3:50)
- Brief insight to Colchester’s philosophy and process (4:45)
- What about the impact of geopolitical risks (6:01)
Morningstar Analyst Review by Tim Wong, Associate Director, Fund Research Morningstar Australasia
- What is Colchester’s Morningstar Analyst Rating & what does it mean? (0:28)
- How does Colchester build its portfolio? (0:52)
- What goes into selecting the underlying portfolio of bonds? (1:28)
- What about currency selection? (2:23)
- How should this be used in an investor’s portfolio? (2:47)
Zenith Ratings Review
Zenith has awarded the Colchester Global Government Bond Fund a Highly Recommended Rating. Listen to Bronwen Moncrieff GM and Head of Zenith Research discuss the rationale behind this strong rating.
- Overview of the Fund and Colchester (0:15)
- Key Features of the Fund Strategy (1:53)
- Performance (4:25)
- Use in Portfolios (5:48)
Lonsec Meet The Manager Interview
Lonsec’s Head of Research Libby Newman sat down with Colchester’s Martyn Simpson to discuss Colchester’s valuation driven approach to global bond investing. With emerging markets in the spotlight recently, Martyn explains the process behind Colchester’s emerging market allocation, and how Australian investors can benefit from global growth opportunities.
- Who is Colchester? (0:07)
- What differentiates Colchester? (1:37)
- Managing emerging market risks (2:32)
- Using currency to generate alpha (5:03)
- Team-based investment process (6:41)
- View of inflation and interest rates (8:13)
Cian O’Brien discusses the merits of currency management in global bond portfolios
- What should investors consider when deciding to hedge their portfolio? (0:03)
- Why do investors often hedge a global bond portfolio but not a global equities portfolio? (1:16)
- What About the cost of Hedging? (2:03)
- Does Colchester believe currency can be a source of added value? (3:32)
- What is Colchester’s approach to managing currency? (4:41)
Ian Sims discusses why Colchester invests solely in sovereign bonds and the benefits or utilising smaller markets
- Why does Colchester invest solely in sovereign bonds? (0:00)
- How important are smaller markets to you? (1:40)
Ian Sims provides insights to Colchester’s team and culture
- Can you describe Colchester’s Investment Culture (0:00)
- How have you maintained such a stable and experienced team? (01:52)
Keith Lloyd provides insights to who Colchester is, what Colchester’s investment philosophy is and why he believes clients choose them
- Who is Colchester? (0:00)
- What is Colchester’s investment philosophy (0:33)
- Why do clients like and choose Colchester? (01:17)
- Can you sum up the benefits of investing with Colchester (02:04)
Ian Sims provides his thoughts on why clients choose to invest with Colchester
Keith Lloyd explains Colchester’s investment process
- What is Colchester’s Investment Universe? (0:00)
- What are Colchester’s sources of added value? (01:37)
- How does Colchester build their portfolio? (02:28)
- How important to Colchester is managing risk in portfolios (04:07)
Bond Investors Need to Lower Income Expectations
Returns available from fixed income are muted compared to historic yields, says Ian Sims, CIO of Colchester Global – but there are still opportunities out there for bond investors.