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Time for a bigger slice of high yield bonds?

17 April 2025

US trade policy uncertainty has led to a sharp rise in yields for high yield bonds. Fixed Income Portfolio Managers Brad Smith, Brent Olson and Tom Ross consider what current yield levels might mean for investors and whether it may be an opportune time to consider an increased allocation.

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Navigating stormy seas: Capturing resilience through European securitised

10 April 2025

With the discourse around tariffs significantly driving up market volatility, investors have been plunged into a sea of uncertainty. Head of Secured Credit Colin Fleury, Portfolio Manager Ian Bettney and EMEA Client Portfolio Manager Lead Kareena Moledina explore the importance of historical context, starting yields, and the critical role of diversification.

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Trump, tariffs, and the dollar’s role as reserve currency

4 April 2025

Chief Investment Strategist Myron Scholes and Global Head of Asset Allocation Ashwin Alankar argue that the costs of sacrificing the U.S. dollar’s status as the world’s reserve currency are too large to justify any dubious attempt to reshore a large amount of manufacturing capacity back to the U.S.

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European Securitisation Regulations summary

27 March 2025

The European securitisation sector has been recognised as a channel to finance the economy and boost Europe’s competitiveness. Portfolio Managers Ian Bettney and Denis Struc look at navigating the regulatory frameworks around investing in the market.

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