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.
Colchester Green Bond Fund
Ian Sims, Chairman and CIO, discusses Colchester’s Green Bond capability and reasons for launching this client offering.
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.
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)
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)