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

April 2022 / INVESTMENT INSIGHTS

Why It’s Not Yet Time to Add Credit Risk

Why It’s Not Yet Time to Add Credit Risk

Why It’s Not Yet Time to Add Credit Risk

Despite cheaper valuations, a rally does not seem imminent

By Ken Orchard

Ken Orchard Portfolio Manager

April 2022 / INVESTMENT INSIGHTS

High Yield Bonds Could Prove Resilient as Inflation Surges

High Yield Bonds Could Prove Resilient as Inflation Surges

High Yield Bonds Could Prove Resilient as...

Shorter durations, higher yields could provide a buffer as rates rise.

By Kevin Loome & Ashley Wiersma

By Kevin Loome & Ashley Wiersma

March 2022 / INVESTMENT INSIGHTS

The Market Implications of the Conflict in Ukraine

The Market Implications of the Conflict in Ukraine

The Market Implications of the Conflict in...

Central banks face a more difficult task tackling inflation.

By Andrew McCormick

Andrew McCormick Head of Fixed Income and CIO

February 2022 / MARKETS & ECONOMY

There Will Be Turbulence

There Will Be Turbulence

There Will Be Turbulence

Why this Fed hiking cycle looks different

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

February 2022 / GLOBAL FIXED INCOME

Helping Global Bond Investors When Duration Fails

Helping Global Bond Investors When Duration Fails

Helping Global Bond Investors When Duration...

Strategies to reduce potential duration-led losses.

By Joran Laird

Joran Laird Portfolio Specialist

February 2022 / WEBINAR

Webinar Replay: Fixed Income 2022: Nowhere to Hide?

Webinar Replay: Fixed Income 2022: Nowhere to Hide?

Webinar Replay: Fixed Income 2022: Nowhere...

Why fixed income needs a fresh approach

By Arif Husain

Arif Husain Head of International Fixed Income

February 2022 / INVESTMENT INSIGHTS

Rethinking Fixed Income Allocations

Rethinking Fixed Income Allocations

Rethinking Fixed Income Allocations

Sourcing strategies with varying risk and return drivers is key

By Saurabh Sud, Lowell Yura & Gregor Dannacher

By Saurabh Sud, Lowell Yura & Gregor Dannacher

November 2021 / INVESTMENT INSIGHTS

The Bond Market Has Woken Up From a Deep Slumber

The Bond Market Has Woken Up From a Deep Slumber

The Bond Market Has Woken Up From a Deep...

Heightened volatility reflects a changed reality.

By Multiple Authors

By Multiple Authors

December 2021 / FIXED INCOME

Rising Yields Present a Familiar Challenge in a New Era

Rising Yields Present a Familiar Challenge in a New Era

Rising Yields Present a Familiar Challenge...

Inflation concerns are highest in decades.

By Ken Orchard & Onur Uncu

By Ken Orchard & Onur Uncu

November 2021 / INVESTMENT INSIGHTS

Central Banks Diverge in Response to Inflation

Central Banks Diverge in Response to Inflation

Central Banks Diverge in Response to Inflation

How differences are creating opportunities in fixed income

By Multiple Authors

By Multiple Authors

Fixed Income
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We use an active, flexible, benchmark-agnostic approach to invest across the full global fixed income opportunity set aiming to provide sustainable returns, capital preservation and diversification from equity risk. View More...
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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. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR). View More...
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