Market updates

Five years ago we launched a simple strategy with a complicated name. The goal sounded simple: to return 2.5% more than cash, after fees, from a long-only, unlevered credit fund. And to do that with as little volatility as possible (but never being allowed to have more than 3% volatility).

Partner and Portfolio Manager Eoin Walsh discusses the future of government bonds

Partner and Portfolio Manager Chris Bowie discusses whether a particular low volatility credit fund could have been managed on a sustainable basis, while still meeting its objectives

David Norris, Head of US Credit, discusses technicals in his latest video.

Jack Daley discusses the record bond issuance that was seen in Q2 2020 across gross and net levels in global fixed income markets, particularly in Europe and the US.

Graeme Anderson, Chairman and Portfolio Manager, discusses one of our most commonly asked questions, what do we think of brexit risk and the brexit premium?

Partner and Portfolio Manager Douglas Charleston discusses the impact that 'payment holidays', have had on residential mortgage- backed securities.

Portfolio Manager Gordon Shannon discusses the default risk investors are exposed to if they don't invest in cash or government bonds, before discussing downgraded companies or 'fallen angels'.

Elena Rinaldi discusses the performance of CLOs and leveraged loans post-COVID.

Portfolio Manager John Lawler looks back at the performance of ABS pre-COVID and discusses the factors that he thinks will drive ABS price performance.

Johnathan Owen discusses opportunities to find value in corporate bonds in the current climate.

Scott Crichton discusses liquidity within fixed income during and after the COVID sell-off