Meet the Manager: Colchester Green Bond Fund

In this video, Martyn Simpson presents Colchester’s green bond research process and the factors assessed to ensure that the bond proceeds are used for sustainable initiatives. Engagement with issuers is of great importance and Martyn discusses some recent examples to illuminate this part of the research process.

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.

Sovereign Debt Analysis
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.

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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.

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.

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.

Keith Lloyd provides insights to who Colchester is, what Colchester’s investment philosophy is and why he believes clients choose them
Ian Sims provides his thoughts on why clients choose to invest with Colchester
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.