Top Articles

  • How hyperscaler issuance is reshaping the Treasury curve
  • Flash Fixed Income: Why markets may be wrong on rate hikes
  • French banks caught in crossfire, but fundamentals are solid
  • Term premium has risen, and may not have peaked
  • Warsh finally gives markets much needed clarity
  • US Treasury intervention unlikely to provide lasting support
  • Are bond market technicals better than price action suggests?
  • Markets can’t rely on midterms to change course of Iran war
  • Warsh delivers a boost to Fed's credibility
  • ABS: Why it can pay to stay floating
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    Are smaller AT1s still offering sufficient premium?
    Are smaller AT1s still offering sufficient premium?
    This week a small Austrian lender, KommunalKredit, brought to the market a €150m Additional Tier 1 (AT1) transaction.

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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.

 

Meet the team

Eoin Walsh

Eoin Walsh

Partner, Portfolio Management
Meet Eoin
Felipe Villarroel

Felipe Villarroel

Partner, Portfolio Management
Meet Felipe

David Norris

Partner, Head of US Credit
Meet David
Paul Kim

Paul Kim

Portfolio Management
Meet Paul

Danny Zaid

Portfolio Management
Meet Danny

Insights

Flash Fixed Income new imagery - 1
Feb 16 2026 Flash Fixed Income

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.
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Navigating 2026 risks with short-dated credit
Feb 02 2026 Market Update

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.
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Webinar replay: The Federal Reserve explained
Jan 29 2026 Webinar

Replay: The Federal Reserve explained

Recent developments involving Federal Reserve (Fed) Chair Jerome Powell have raised fresh questions around central bank independence, the politicisation of monetary policy, and the future of Fed leadership, particularly with his term as Chair due to expire in May 2026.
Watch now
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