Fixed Income

Ben Hayward looks at the Q1 performance for Asset Backed Securities and provides an outlook for 2018.

As bond investors we always need to make sure that the companies we invest with are managing our interests alongside those of other stakeholders in a manner that protects our interests sufficiently. Historically, this aspect of governance has been most relevant to companies run by private equity managers or companies with a single large investor who is in a high ranking executive position.

This brief paper outlines our approach to absolute return, and why we think a predominantly long-only fund can offer investors the predictability and transparency that they demand through the investment cycle.

Chris Bowie discusses Q4 performance of the Outcome Driven strategy and provides his outlook for the rest of the year.

Mark Holman discusses Q4 performance for the Strategic Income strategy and provides his outlook for 2018.

Ben Hayward looks back at performance for Asset Backed Securities over the last few months and provides an outlook for 2018.

Ben Hayward looks back at performance for Asset Backed Securities over the last few months and provides an outlook for the rest of the year.

Eoin Walsh discusses performance for the Strategic Income strategy over the last quarter and provides his outlook for the rest of 2017.

Chris Bowie looks back at performance for the Outcome Driven strategy and provides his outlook for the rest of the year.

Ben Hayward looks back at performance for Asset Backed Securities over the last few months and provides an outlook for the rest of the year.

Chris Bowie discusses Q2 performance of the Outcome Driven strategy and provides his outlook for the rest of the year.

Mark Holman discusses the performance for the Strategic Income strategy over the last quarter and looks forward to the rest of the year.