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
Flash Fixed Income: Iran shock is driving central banks apart
As fixed income investors, our focus is on how the shock ripples through the variables that matter most for bonds: inflation, growth, and how central banks respond.
Flash Fixed Income: AI and the software sell-off
Market focus has shifted in recent weeks from hyperscaler spending to the threat AI could pose to numerous software-as-a-service (SaaS) businesses.
Navigating 2026 risks with short-dated credit
2026 is already shaping up to be another volatile year for geopolitics, economies and markets. But one pocket stands out as a key beneficiary of the present backdrop.