All insights
Strategic Income – Quarterly update – October 2019
Partner and Portfolio Manager Felipe Villarroel discusses Q3 performance for the Strategic Income strategy and looks forward to the rest of the year.
Asset Backed Securities - Quarterly update - October 2019
Ben Hayward looks at the Q3 performance for Asset Backed Securities and provides an outlook for the year ahead.
Outcome Driven - Quarterly update - October 2019
Chris Bowie looks at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for the rest of 2019.
Trade, Brexit and Earnings an Unholy Trinity for Markets
It is not clear to us just how much more monetary easing will placate equity investors, and we see a real risk that when we enter the third quarter earnings season next week, company specific data from the bottom up will be more of a shock than the macro picture has been.
The Conundrum Facing Treasury Investors
"We think the downside to markets is still underappreciated, and thus we would prefer to stay long protection."
Will ESG Investing Save Active Management?
The active versus passive management debate is well documented, but with ESG or sustainable investing the debate takes on a new dimension.