Fixed Income

Gary Kirk discusses the Strategic Income strategy performance for the last quarter and provides his outlook for the rest of 2018.

Chris Bowie looks back at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for the rest of the year.

Ben Hayward looks at the Q2 performance for Asset Backed Securities and provides an outlook for the year ahead.

Chris Bowie looks at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for the rest of 2018.

Mark Holman discusses Q2 performance for the Strategic Income strategy and looks forward to the rest of the year.

We woke today to the ironic news that on the same morning that Greece struck a deal with Eurozone authorities to ease its repayment obligations, another borrower, who also manged to ease its obligations a few years ago, has now decided to return to the markets with a new issue.

Gary Kirk discusses Q1 performance for the Strategic Income strategy and looks forward to the rest of the year.

Chris Bowie looks at the performance of the Outcome Driven strategy for Q1 and provides his outlook for the rest of the year.

Ben Hayward looks at the Q1 performance for Asset Backed Securities and provides an outlook for 2018.

As bond investors we always need to make sure that the companies we invest with are managing our interests alongside those of other stakeholders in a manner that protects our interests sufficiently. Historically, this aspect of governance has been most relevant to companies run by private equity managers or companies with a single large investor who is in a high ranking executive position.

This brief paper outlines our approach to absolute return, and why we think a predominantly long-only fund can offer investors the predictability and transparency that they demand through the investment cycle.

Chris Bowie discusses Q4 performance of the Outcome Driven strategy and provides his outlook for the rest of the year.