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Income

Showing 10 of 18 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Is your portfolio keeping pace with the changed outlook?

It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?

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event December 2024
8 min
Article
2025-12-31
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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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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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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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Looking beyond yield: Rethinking the approach of fixed income investing

Investors face a new regime, challenging traditional assumptions about returns and volatility. With central bank interventions impacting credit markets, it’s time to rethink income allocations. Rather than fixating solely on yield, consider a dynamic approach, presented by Connor Fitzgerald.

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event May 2024
5 min
Article
2025-05-31
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New era demands a nimble approach to credit

Our expert explains why deep research and an active approach are effective ways for fixed income investors to uncover credit opportunities in today's market.

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event May 2024
5 min
Article
2025-05-31
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Income: the hard worker in your portfolio deserves more credit

Income from cash is good but income from bonds is better. In a less certain macro environment, Nick Samouilhan thinks the case for income only gets stronger. How can investors make the most of the opportunities?

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event April 2024
5 min
Article
2025-04-30
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Chart in Focus: Compelling opportunities in four higher-yielding credit sectors

Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.

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event March 2024
Quick Take
2025-03-11
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Three ways to elevate your portfolio in 2024

As a new investment era takes shape, where should investors focus their attention in 2024? For multi-asset strategist Nick Samouilhan, three areas are top of mind: higher yields, the importance of stock selection and how to position for structural change. 

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event January 2024
Article
2025-01-02
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