3:45–4:30 p.m.

Active Fixed-Income Investing Late Cycle: Opportunity and Risk

Marc P. Seidner, CFA
​Chief Investment Officer of Nontraditional Strategies, Managing Director, and Head of Portfolio Management, New York​​

Shreenivas Kunte, CFA, CIPM, Moderator​
Director, Continuing Education and Advocacy, Professional Learning India
CFA Institute

  • Adjusting portfolios and levels of risk taking to align with the current stage of the market cycle
  • The importance of valuation analysis and knowing whether risks are being adequately compensated for
  • Being prepared for the future: Stress testing for multiple states of market outcomes, considering alternative risk premiums, maintaining liquidity, and ensuring diversification
  • Fixed-income strategies to produce positive returns in a more uncertain environment—bottom-up security selection, focus on relative value, capitalizing on market disruption, and more

Specialty Focus Area: Capital Markets