Global Fixed Income
A selection of articles analysing the prospects for global bond markets.
Latest Thoughts

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

May 2020 / INVESTMENT INSIGHTS

How the Dynamic Global Bond Strategy is Design...

How the Dynamic Global Bond Strategy is Designed to Help in Volatile Markets

How the Dynamic Global Bond Strategy is Designed...

Portfolio manager Arif Husain takes a look back at recent performance and discusses...

By Arif Husain

Arif Husain Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

The Federal Reserve: Central Banker to the...

The Federal Reserve: Central Banker to the World

The Federal Reserve: Central Banker to the...

Why the Fed’s policy responses have implications for global financial markets

By Arif Husain

Arif Husain Portfolio Manager

March 2020 / VIDEO

Liquidity in Fixed Income Markets

Liquidity in Fixed Income Markets

Liquidity in Fixed Income Markets

Markets are facing three concurrent and highly related crises at the same time

By Andrew McCormick

Andrew McCormick Head of 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 sustainable returns, capital preservation and diversification from equity risk. View More...
3YR Return
(Annualised)
1.43%
Fund Size
(USD)
$754.9m
Avg Coupon
3.80%
Avg Maturity
7.82 yrs
Avg Duration
6.67 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)
1.30%
Fund Size
(USD)
$382.5m
Avg Coupon
6.36%
Avg Maturity
6.02 yrs
Avg Duration
3.91 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)
3.63%
Fund Size
(USD)
$42.1m
Avg Coupon
3.91%
Avg Maturity
8.69 yrs
Avg Duration
7.31 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)
4.03%
Fund Size
(USD)
$383.8m
Avg Coupon
3.01%
Avg Maturity
8.48 yrs
Avg Duration
8.53 yrs