Global Fixed Income
Analysing the prospects for global bond markets.
Latest Thoughts

July 2021 / INVESTMENT INSIGHTS

How ESG Considerations are Reshaping Central...

How ESG Considerations are Reshaping Central Bank Mandates

How ESG Considerations are Reshaping Central...

Moving toward integrating social and environmental issues

By Multiple Authors

By Multiple Authors

July 2021 / VIDEO

U.S. High Yield Bond Fund YTD to 30 April...

U.S. High Yield Bond Fund YTD to 30 April 2021

U.S. High Yield Bond Fund YTD to 30 April...

The flexibility and concentration of our portfolio enabled us to take advantage of...

By Gregor Dannacher

Gregor Dannacher Global Fixed Income Portfolio Specialist

June 2021 / INVESTMENT INSIGHTS

Opportunistic Investing in a Dynamic High...

Opportunistic Investing in a Dynamic High Yield Market

Opportunistic Investing in a Dynamic High...

Investment flexibility may enhance risk-adjusted returns

By Rodney Rayburn & Jason Bauer

By Rodney Rayburn & Jason Bauer

June 2021 / INVESTMENT INSIGHTS

Four Keys to Tackling the Green Bond Boom

Four Keys to Tackling the Green Bond Boom

Four Keys to Tackling the Green Bond Boom

Increased issuance means more buy-side diligence is needed

By Matthew Lawton

Matthew Lawton Sector Portfolio Manager

May 2021 / VIDEO

Global Aggregate Bond: The Inside Story

Global Aggregate Bond: The Inside Story

Global Aggregate Bond: The Inside Story

A walk-through of some of our active portfolio positions, and the rationale behind...

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

April 2021 / INVESTMENT INSIGHTS

Loans May Provide Solid Returns in Multiple...

Loans May Provide Solid Returns in Multiple Rate Environments

Loans May Provide Solid Returns in Multiple...

The asset class offers a low-duration profile, attractive yields

By Paul Massaro & Stephen M. Finamore

By Paul Massaro & Stephen M. Finamore

March 2021 / INVESTMENT INSIGHTS

Fasten Your Seatbelt for More Interest Rate...

Fasten Your Seatbelt for More Interest Rate Volatility

Fasten Your Seatbelt for More Interest Rate...

Rising bond yields and interest rate volatility are expected to continue

By Arif Husain

Arif Husain Head of International Fixed Income

Fixed Income
RELATED FUND
SICAV
Class I USD
ISIN LU1216622214
We use a flexible, benchmark-agnostic approach to invest across the full global fixed income opportunity set aiming to provide regular returns, capital preservation and diversification from equity risk. View More...
3YR Return
(Annualised)
3.74%
Fund Size
(USD)
$1.8b
Avg Coupon
2.81%
Avg Maturity
5.71 yrs
Avg Duration
-0.93yrs
RELATED FUND
SICAV
Class I USD
ISIN LU1216622644
A concentrated, high-income portfolio of primarily global high yield corporate bond opportunities. We apply an active management approach to global high yield to capitalise on market inefficiencies, sector positioning and idiosyncratic events while seeking enhanced return potential. View More...
3YR Return
(Annualised)
6.96%
Fund Size
(USD)
$717.4m
Avg Coupon
5.95%
Avg Maturity
6.52 yrs
Avg Duration
3.16 yrs
RELATED FUND
SICAV
Class I USD
ISIN LU1216623295
A high conviction portfolio of around 75-150 of the best global corporate bond ideas generated by our global research platform. We invest primarily in a diversified portfolio of investment-grade corporate bonds from issuers around the world, including emerging markets. View More...
3YR Return
(Annualised)
6.31%
Fund Size
(USD)
$40.1m
Avg Coupon
3.19%
Avg Maturity
8.97 yrs
Avg Duration
7.50 yrs
RELATED FUND
SICAV
Class I USD
ISIN LU0133095660
A portfolio of holdings of between around 400 and 600 issuers that seeks to exploit inefficiencies in the full universe of the global fixed income and currency markets. View More...
3YR Return
(Annualised)
4.83%
Fund Size
(USD)
$628.2m
Avg Coupon
2.51%
Avg Maturity
10.76yrs
Avg Duration
7.58 yrs