Quarterly Update
Watch the investment team recap the quarter.
(Note: Filmed in October 2023).
About this Strategy
The strategy is designed to provide a total return by investing strategically in a broad range of fixed income securities. Through active management of interest rate and credit risk, the investment team has a strong track record and proven experience to deliver consistent superior returns throughout the economic cycle.
Investment Approach
Active asset allocation approach
We believe asset allocation is the primary driver of returns. Specifically, we actively manage the strategy’s duration position and credit exposure based on where we believe we are in the economic cycle.
Designed for attractive total return
The strategy’s flexibility allows it to source return from a wide range of global fixed income securities. In addition, we favour sensible income from large, non-cyclical businesses that are likely to continue paying their coupons in the years to come.
Aims to exploit opportunities
We believe divergent central bank policy has created an opportunity for us to exploit market inefficiencies. The portfolio seeks to take advantage of these opportunities across developed markets and to avoid currency bets.
An integrated ESG approach
We embrace issuers that maintain a strong environmental, social and governance (ESG) profile, with the core of our portfolio dedicated to lending to quality businesses that are not exposed to material ESG risks. Our proprietary ESG ratings framework is based on materiality and trajectory.
Featured Insight
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.
