Get Full Access To Raymond's Info. Share . Sep.23 -- Raymond Lee, managing director at Kapstream Capital, discusses the escalating trade tensions between the U.S. and China and its impact on markets. "The bonds performed extremely well in secondary due to both strong technicals in a low rates environment and investor demand for ESG bonds," said Raymond Lee, portfolio manager for Kapstream Capital referring to environmental, social, governance (ESG)investments. Australian sovereign bond yields are likely to fall across the curve as the RBA steps in as a default purchaser, said Raymond Lee, money manager at Kapstream Capital, a … r***@kapstream.com. As a result, the market sent yields across the curve higher while at the same time the global outlook began to materially deteriorate. Ms. Courtney Chute is Portfolio Analyst at Kapstream Capital Pty Ltd. She is responsible for the management of money market and other short-dated instruments.Prior to joining Kapstream in 2012, Ms. Chute served as a Portfolio Controller at Challenger Financial Services Group, from 2010 to 2012. These decisions are not easily reached, and we must commend Ray for his credit leadership, and his significant contribution to the management of Kapstream … The emerging markets remain a "very volatile" space for now, says Raymond Lee of Kapstream Capital. Kapstream Capital’s Raymond Lee says structural trends in the investment banking business have ‘moved against’ Deutsche Bank. Trade Tensions Already Priced in by Markets, Says Kapstream's Lee. The onshore yuan is likely to stay just below 7 per dollar following the trade pact, according to Raymond Lee, a money manager at Kapstream Capital in Sydney. Hedge Funds Kapstream's new hire will work out . “QE measures and the RBA’s posturing on negative rates are helping to keep yields positive and that could be attractive for some,” said Raymond Lee, a money manager at Kapstream Capital who is long three-year Aussie bonds as a hedge for riskier credit bets. “It’s probably an opportunity to buy the dips if you are underweight equity allocations,” Raymond Lee, managing director and portfolio manager at Kapstream Capital, said on Bloomberg TV. Managed by Steve Goldman, Raymond Lee and Dan Siluk, the fund had 11% allocated to North America, its joint second-highest weighting with Asia ex Japan. "All we have in Australia, really, is mortgage-backed securities, so to diversify out of housing is very good," said Raymond Lee, a portfolio manager for Kapstream Capital which has A$10 billion under management. Australian sovereign bond yields are likely to fall across the curve as the RBA steps in as a default purchaser, said Raymond Lee, money manager at Kapstream Capital, a unit of Janus Henderson Investors. Kapstream Capital’s Raymond Lee says structural trends in the investment banking business have ‘moved against’ Deutsche Bank. China was doing another Chinese-style deleveraging which was feeding into decelerating growth throughout much of the world. 02:22. 6/29/2020 4:39 AM. He speaks on "Bloomberg Daybreak: Australia." QE measures and the RBA’s posturing on negative rates are helping to keep yields positive and that could be attractive for some. “In hindsight, we wish we were even shorter on U.S. rates,” said Raymond Lee, a fund manager at Kapstream Capital Pty in Sydney. Kapstream Capital’s Raymond Lee says structural trends in the investment banking business have ‘moved against’ Deutsche Bank. “QE measures and the RBA’s posturing on negative rates are helping to keep yields positive and that could be attractive for some,” said Raymond Lee, a money manager at Kapstream Capital who is long three-year Aussie bonds as a hedge for riskier credit bets. That makes government bonds a fairly compelling buy for the A$14 billion ($9.6 billion) fund. When Palghat announced his retirement last year, the boutique had promoted two managers, Raymond Lee and Daniel Siluk, to its leadership team while Steve Goldman had been leading the flagship absolute return strategy for about four years. Company Kapstream Capital. Raymond has 1 job listed on their profile. Mon, Nov 19 2018 12:16 AM EST. View Raymond Lee’s profile on LinkedIn, the world’s largest professional community. Raymond Lee will join the Challenger-backed firm as a credit analyst effective August 3. Raymond Lee Contact Information. There are 2,400+ professionals named "Raymond Lee", who use LinkedIn to exchange information, ideas, and opportunities. The fund previously used a joint benchmark of 50% Bloomberg AusBond Composite Bond 0-3Yr Index and 50% Bloomberg AusBond Bank Bill Index. KAPSTREAM CREDIT TEAM RESTRUCTURING Dear clients We ... consequence advise that Raymond Lee, who has occupied that role for the past five years, has decided to use the opportunity to seek fresh challenges outside the firm. Managing Director and Portfolio Manager at Kapstream Capital. “QE measures and the RBA’s posturing on negative rates are helping to keep yields positive and that could be attractive for some,” said Raymond Lee, a money manager at Kapstream Capital who is long three-year Aussie bonds as a hedge for riskier credit bets. Location. Email. Kapstream goes for flatter company structure, loses head of credit, gains portfolio manager AustralianSuper welcomes head of financial crime Equity Trustees appoints new director “In hindsight, we wish we were even shorter on U.S. rates,” said Raymond Lee, a fund manager at Kapstream Capital Pty in Sydney. Raymond Lee of Kapstream says growth in Asia is slowing and central banks such as the Reserve Bank of Australia, Reserve Bank of India and Bank of … They said they believed the US trade war with China would have far more of a political impact than an economic one and highlighted there was ‘little political incentive’ for a solution to be reached between the two countries. Raymond Lee Managing Director, Portfolio Manager & Head of Credit Kapstream Capital (Janus Henderson Company) Sydney, Australia 500+ connections …Australian sovereign bond yields are likely to fall across the curve as the RBA steps in as a default purchaser, said Raymond Lee, money manager at Kapstream Capital, a … Kapstream Capital has changed the benchmark of its $5.9bn Absolute Return Income Fund to more closely reflect the strategy of the fund and the manager. Level 5, 151 Macquarie St, Sydney, New South … Last Update. Sign up here. HQ Phone +61 2 9234 0000. Direct Phone +61 * **** **** Get Email Address Get Phone Number. Financial Standard provides trade news and education for superannuation trustees, financial planners, industry professionals and investment managers. About to celebrate 10 years at the $12 billion fixed income manager Kapstream Capital, Raymond Lee's career has been more about small wins than massive moments. Staff Writer July 13, 2009 - 1.00pm July 13, 2009 - 1.00pm (Bloomberg) — Terms of Trade is a daily newsletter that untangles a world embroiled in trade wars. Raymond Lee, portfolio manager at Kapstream discusses the expectations from the upcoming Fed decision. VIDEO 02:54. “That gradual withdrawal of liquidity is causing yields to rise,” Bob Baur, chief global economist at Principal Global Investors, said in an interview with Bloomberg Television in Tokyo Thursday. Export. Jan.02 — Raymond Lee, Kapstream Capital portfolio manager, discusses the outlook for Federal Reserve monetary policy in 2020 with Bloomberg’s Paul Allen on “Bloomberg Daybreak: Australia.” View the profiles of professionals named "Raymond Lee" on LinkedIn. watch now. Kapstream managing director and head of credit Raymond Lee tells Harrison Worley about the little wins which led him from a small city in Taiwan to Sydney, Hong Kong and back again. 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