From Morningstar:

In this series of short profiles, we ask leading fund managers to defend their investment strategies, reveal their views on cryptocurrency, and tell us what they’d never buy.

This week our interviewee is Alexandra Ivanova, fixed income fund manager at Invesco, where she manages multiple Morningstar rated funds.

Which Sector Shows the Biggest Promise in 2024?

Alexandra prefers European banks across capital structure within the credit markets.

What’s the Biggest Economic Risk Today?

The risk of stagflation is the biggest economic concern for Alexandra.

Describe Your Investment Strategy

Alexandra focuses on a long-term horizon, managing risk, and keeping portfolios diversified.

Which Investor(s) Do You Admire?

Alexandra admires Bill Gross, Warren Buffet, Paul Read, and Paul Causer.

Name Your Favourite ‘Forever Stock’

Alexandra’s favorite ‘forever’ bond is the DB 10 Perp.

What Would You Never Invest In?

Alexandra believes there is always a price and sees investment potential in all assets. She looks for deeply discounted assets that represent good value.

Investment Grade or Yield?

Alexandra prefers high yield over investment grade for the opportunities it offers for alpha.

House or Pension?

Alexandra prefers to invest in both a house and a pension to diversify and reduce risks.

Crypto: Brilliant or Bad?

Alexandra is not interested in crypto and would only invest as part of her entertainment budget.

What Can be Done to Improve Diversity in Fund Management?

Alexandra supports reducing education biases and offering apprenticeships to young women and minority talent.

What Key Things Should Young Investors Consider When Establishing a Portfolio?

Young investors should consider investing mostly in equities, making use of compound interest, and reviewing their portfolio periodically.

What’s the Best Advice You’ve Ever Been Given?

Make your own path – it’s challenging but ultimately rewarding.

What Would You be if You Weren’t a Fund Manager?

If she weren’t a fund manager, Alexandra would be teaching math to secondary school children.



Read more: 13 Questions for Invesco’s Alexandra Ivanova