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: Rate cuts won’t help long-dated bonds
With the Fed’s stance suggesting it is prioritising growth over sticky inflation risks, volatility in longer dated bonds is likely to persist and the case for increasing duration in fixed income is not compelling.
Asset-backed finance: How does Europe stack up?
The $5.2tr asset-backed finance (ABF) market represents a growing opportunity to gain exposure to high quality loan pools and the returns they can generate.
Flash Fixed Income: Forget tariffs, watch the US labour market
The Trump administration’s immigration policy leaves the US labour market at a pivotal juncture.