Video Hub

A member of our Investment Grade team hosted a Unmasking best reporting & engagement practices webinar, which explored how the ESG landscape has changed within fixed income.

Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 12.

In our MSB update, a member of the Multi-Sector Bond team reflects on the banking turmoil that occurred in Q2, as well as happenings around the US debt ceiling and global inflation. She then goes on to discuss the ways the MSB team have responded to Q2 events.

Douglas Charleston believes European ABS has once again provided a rare bright spot for fixed income. He explains how, from Q1 to Q2, focuses have shifted, and delves into different macro-economic variables affecting the ABS market.

Jack Daley takes a look into the economic events that have influenced the investment grade markets in Q2. He then goes on to explain why he believes investment grade fixed income offers the most attractive risk-adjusted returns currently available.

Partner and Portfolio Manager Chris Bowie hosted a Spotlight on ESG: A Changing Climate in Fixed Income webinar, which explored how the ESG landscape has changed within fixed income.

Residential Mortgage Backed Securities (‘RMBS’) are by far the largest, and most liquid component of the European ABS market, and a key tool for banks and other lenders to finance the loans they make to homeowners in the real economy.

Partner and Portfolio Manager, Aza Teeuwen, discusses the impact of Q1 events on the European ABS market and how he expects the markets to respond moving forward.

Partner and Portfolio Manager Chris Bowie discusses recent Q1 events and gives an outlook for Investment Grade for the next quarter.

Following a busy quarter in bond markets, a member of our Multi-Sector Bond team reflects on macro events and discusses how our Multi-Sector Bond team have responded.

Given the recent headlines surrounding Credit Suisse and the decision from FINMA, the Swiss regulator, to write down CHF16 billion of Credit Suisse’s Additional Tier 1 debt to zero, we hosted a webinar looking at the possible wider implications of this write-down and what it could means for fixed income investors. 

Amidst uncertain economic conditions during a late-cycle environment, we still believe that short-dated, high quality, investment grade bonds with low duration and high break-even yields can play a crucial role in portfolios and are well positioned to weather bouts of volatility that we may see this year.