Each year, PortfolioConstruction Conference features a core, 13-hour independent plenary program. It is interspersed twice daily with six concurrent Due Diligence Forum sessions, delivering research papers developed for Conference by our carefully selected Partners...

Due Diligence Forum speaker

Kumar Palghat
Head of Portfolio Management
Kapstream Capital, brought to you by Challenger

Due Diligence Forum summary

Why bonds? This remains a relevant question for investors saving for retirement. Despite recent low returns, bonds still play an integral role in any investment strategy. Investors are approaching the end of a 25-year equity bull market, and should start preparing for short-term volatility. The key is to stay ahead of the curve. In recent years, fixed income has undergone a major structural change. Investors must tailour portfolio strategies to capitalise on these changes. This session explores major changes and how these relate to contemporary portfolio construction issues.