Pioneering SDG framework for credit portfolios.
Investment Grade Credits
In-depth fundamental credit research backs up our contrarian style.
Global, Euro, European
High Yield Bonds
Benefitting from a long-term quality approach pays off in high yield bonds.
Investment Grade Credits Financials
Banking and insurance sector investment case supported by improving capital ratios.
Actively managing exposure to interest rate movements.
Efficiently capturing the low-risk anomaly in credits.
Dynamic High Yield
High yield exposure by investing in liquid index derivatives.
Aggregate Fixed Income
Fundamentally managed fixed income strategy with a contrarian style.
Diversified exposure to the global emerging credit market.
European banks face an earnings event, not a capital event
Although the extent of the economic contraction has been sizeable, and default rates are expected to rise further, our view is that banks will survive the pain.
28-10-2020 | Insight
US elections: weighing the odds
The 2020 US Elections have entered the final straight.
20-10-2020 | Insight
Shifting into neutral in multi-asset portfolios
The improving global economy has made bonds less attractive compared to equities, says multi-asset investor Jeroen Blokland.
07-09-2020 | Monthly outlook
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