What Happened to US Pensions?

In this episode I talk with Zed Francis, CIO & Co-Founder at Convexitas. 

Zed is responsible for strategy design, implementation, risk management and business development. In his 15-year career in investment management, Zed has taken on leadership roles that have informed the delivery of consistent and transparent multi- asset solutions as a discretionary fiduciary acting on behalf of institutional clients and high-net-worth individuals. He was most recently a portfolio manager and derivative overlay manager at SpiderRock Advisors.

Previous engagements include portfolio management at institutional investment manager Legal & General Investment Management America and trading head at long/short distressed hedge fund Chicago Fundamental Investment Partners.

We discuss:

• Will credit markets be tight or illiquid in 2023?
• Was Q4 Tax Loss Harvesting and RMDs?
• Do FOMC and CPI matter?
• What happened to Gilts? (Now do Japan)
• Illiquidity-> Correlation-> Volatility

I hope you enjoyed this conversation with Zed as much as I did!