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

June 2020 / INVESTMENT INSIGHTS

Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

How interest rates could remain at emergency levels for a sustained period

By Arif Husain

Arif Husain Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Three Risks to Credit Markets This Summer

Three Risks to Credit Markets This Summer

Three Risks to Credit Markets This Summer

Why I’m becoming more cautious on corporate debt

By Ken Orchard

Ken Orchard Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Five Dimensions to Watch Amid U.S.-China...

Five Dimensions to Watch Amid U.S.-China Tensions

Five Dimensions to Watch Amid U.S.-China...

How rising U.S.-China tensions could unsettle markets

By Chris Kushlis

Chris Kushlis Credit Analyst

June 2020 / INVESTMENT INSIGHTS

Making Sense of Coronavirus for Asia Credit...

Making Sense of Coronavirus for Asia Credit Investing

Making Sense of Coronavirus for Asia Credit...

Asia credit has proved resilient amid the coronavirus pandemic

By Sheldon Chan

Sheldon Chan Porfolio Manager

June 2020 / INVESTMENT INSIGHTS

Fed Buying Corporates Is No Panacea

Fed Buying Corporates Is No Panacea

Fed Buying Corporates Is No Panacea

But global investment-grade corporate segments offer value

By Steven Boothe

Steven Boothe Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Looking at Emerging Market Bonds Through...

Looking at Emerging Market Bonds Through New Lenses

Looking at Emerging Market Bonds Through...

How recent developments could impact the asset class

By Andrew Keirle

Andrew Keirle Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Inflation Should Not Trouble Investors in...

Inflation Should Not Trouble Investors in the Near Term

Inflation Should Not Trouble Investors in...

Central bank money printing is supported by stable dynamics

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

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 sustainable returns, capital preservation and diversification from equity risk. View More...
3YR Return
(Annualised)
1.99%
Fund Size
(USD)
$767.7m
Avg Coupon
4.10%
Avg Maturity
8.19 yrs
Avg Duration
4.98 yrs
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)
2.85%
Fund Size
(USD)
$642.3m
Avg Coupon
6.30%
Avg Maturity
5.98 yrs
Avg Duration
3.84 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)
4.79%
Fund Size
(USD)
$45.3m
Avg Coupon
3.55%
Avg Maturity
9.07 yrs
Avg Duration
7.72 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)
4.31%
Fund Size
(USD)
$395.1m
Avg Coupon
2.95%
Avg Maturity
8.42 yrs
Avg Duration
7.99 yrs