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Showing 10 of 35 Insights Posts
Multi asset
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Balancing bumps in the road and big-picture thinking in 2025

How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?

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event January 2025
8 min
Article
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

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event December 2024
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

High-yield credit investing: it’s a marathon, not a sprint

Fixed Income Portfolio Manager Konstantin Leidman explains his focus on the high-quality companies likely to outperform over the long term and why he is wary of the hype surrounding potentially bubble-inducing developments like generative AI.

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event December 2024
5 min
Article
2026-01-01
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Time for bond investors to take the wheel?

Volatility makes bond investing less straightforward, but it can also create opportunities, provided investors are in a position to "take the wheel" in order to capitalise on them.

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event November 2024
8 min
Article
2025-11-30
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Securitized credit: Normalizing, decelerating, or falling off a cliff?

Our experts offer their views on the current conditions and outlook for the securitized credit market.

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event October 2024
4 min
Article
2025-10-31
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Diving into the new world of credit

Now that spreads have tightened, some investors think it's too late to invest in credit. But this assumption could be standing in the way of earning an attractive income.

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event September 2024
5 min
Article
2025-09-30
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Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty

We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.

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event July 2024
3 min
Article
2025-07-31
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Looking beyond yield: rethinking your fixed income approach

In today's new market regime, any small changes in central bank policies could have outsized impacts on fixed income markets. Portfolio manager Connor Fitzgerald highlights how a dynamic, total return approach can navigate markets by focusing on optimising price return and capital preservation across market cycles.

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event June 2024
4 min
Video
2025-06-30
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Capitalizing on rate shifts: Parsing opportunities in the second half

Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year

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event June 2024
7 min
Article
2025-06-30
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Reframing fixed income portfolios: why bond maths makes the difference

It is easy to understand why fixed income investors tend to focus on yields. But investors who focus too much on yield may run the risk of overpaying for income and underestimating the impact of price volatility.

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event June 2024
5 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.