U.S. short term bonds may be one of the outlets in the face of market volatility, according to the “Consider Short Duration” presentation to be led by Amundi at the VIII Funds Society Investment Summit in Palm Beach.
According to Amundi, “It has been a volatile year for bond investors, with stubbornly high inflation and rising interest rates. Investors looking to weather the uncertainty may turn to short-duration bonds, which tend to be less sensitive to interest rate movements than longer debt instruments.”
During the event, which will be held October 5-7 at the PGA National Resort in Palm Beach, Amundi will present its Amundi Funds Pioneer US Short Term Bond strategy.
” In particular, Amundi Funds Pioneer US Short Term Bond’s floating rate focus can be used within a laddered approach to liquidity to bridge the gap between cash and core fixed income,” says the description of the strategy that will be presented by Meredith Birdsall, CFA, Senior Vice President, and Client Portfolio Manager for the Amundi US.
Birdsall is a Senior Vice President, and Client Portfolio Manager for the Amundi US Fixed Income team. In that capacity, she meets with prospects and clients to discuss the firm’s economic and market outlook, as well as Amundi US’s fixed income strategies. She has been involved in the investment industry for over thirty years.
Sales team: Roberto Gonzalez, Regional Vice President for the US Offshore business and Felix Canela is a Hybrid Wholesaler – US Offshore at Amundi US.
Roberto González
Roberto González is a Regional Vice President with Amundi Asset Management US, and covers Texas, Arizona, south of California and other relationships in Miami. These relationships include: Wirehouses, Banks, and Independent broker/dealers. Roberto provides financial strategies and market updates to help clients to achieve their financial goals. He is passionate about cultivating long-term customer value, he is bilingual English and Spanish, and conversant in Portuguese.
González has more than 25 years of sales experience. Prior to joining Amundi Asset Management US in 2018, he worked in different capacities for Legg Mason for 14 years. Prior to that, he was at Franklin Templeton for two years, in Latin America and the US.
He earned his MBA in 1996 from University of Florida, and prior a bachelor’s degree from Universidad Metropolitana, Caracas, Venezuela.
Felix Canela
In this role, he supports the international business with strong client and sales relationship management skills.
He serves as an international client and relationship manager with over nine years of experience working with Latin America Pension Funds (AFPs) US Offshore Accounts and
Mexican Pension Companies (Afores). Canela is experienced in the area of offshore mutual fund services, focusing on marketing, retail and institutional sales and operations with an emphasis on project management.
He holds a BS in Finance and Accounting from the University of Massachusetts.