Multi-Asset Credit Strategy
The Multi-Asset Credit (MAC) strategy aims to provide an attractive level of income along with an opportunity for capital growth. The strategy is managed on an active, unconstrained basis, allocating to different regions, countries and sectors as economic conditions change, seeking the optimum mix of credit assets to maximise returns right across the market cycle.
Portfolio Management
Insights
Why short dated IG is the “best game in town” for 2023
2022 was the worst year for bonds in living memory. So, could 2023 be similarly bad for other asset classes? Chris Bowie looks at the case for short dated investment grade credit for 2023.
Time to extract value from Europe’s bargain bonds
When Wall Street’s army of analysts were publishing their outlooks for 2023 back in November, there was very little love for Europe.
Asset-Backed Securities Quarterly Update – January 2023
TwentyFour Partner and Portfolio Manager, Douglas Charleston, describes the developments of the ABS market in Q4 2022.