How securitized sectors might play a key role for bond investors amid a challenging interest rate environment.
Higher for longer: The case for securitized assets in a higher rate environment
Higher for longer: The case for securitized assets in a higher rate environment
How securitized sectors might play a key role for bond investors amid a challenging interest rate environment.
Relative resilience in real estate – the importance of dependable income streams
In a recent webcast, Guy Barnard, Co-Head of Property Equities, gave an update on the performance of global real estate as well as addressing key considerations for property investors as we look forward.
A defence of long lists
Some investors believe that a small number of stocks held with strong conviction is the optimal way to build a portfolio. In this piece, Portfolio Manager James Henderson discusses why he thinks otherwise, presenting his case in defence of the ‘long list.’
The diversification benefits of adding floating rate CLOs to fixed income portfolios
How the addition of floating rate CLOs to traditional fixed rate bond portfolios may improve risk-adjusted returns.
The diversification benefits of adding floating-rate CLOs to fixed income portfolios
How the addition of floating-rate CLOs to traditional fixed-rate bond portfolios may improve risk-adjusted returns.
Convertible bonds: opportunities in the aftermath
The primary market for convertible bonds came to a halt in the first half of 2022. Portfolio Manager Natasha Sibley explores the adjusted opportunity-set against a reshaped backdrop.
Convertible bonds: opportunities in the aftermath
The primary market for convertible bonds came to a halt in the first half of 2022. Is it time for them to get back on the road?
GPUs are driving the future of computing
How are graphics chips involved in the digital transformation and what does this mean from a sustainability standpoint?
Convertible bonds: opportunities in the aftermath
The primary market for convertible bonds came to a halt in the first half of 2022. Portfolio Manager Natasha Sibley explores the adjusted opportunity-set against a reshaped backdrop.