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
A strong outlook for CLOs
Elena Rinaldi looks back at the performance of European CLOs in 2020 and explains how post-vaccine sentiment should help boost recovery in 2021, providing a positive outlook for CLOs.
More upside in bank capital
Partner and portfolio manager Gary Kirk discusses why he thinks AT1s continue to look attractive in the search for yield.
Fixed Income 2020: A Brave Old World
Twelve months ago, as we wrote our annual review and forecast for 2019, backing 10-year German government bonds that were yielding just 0.24% at the time to perform would have been a brave call.