corporate bonds
Bonds
Firstly, equities. The companies we invest in continue to pay their dividends, even when many others are cutting or suspending theirs and/or raising equity.
24 June 2020
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2 min read
Multi-asset
The market response first, to the Covid-19 crisis, and second, to the huge stimulus packages announced to offset it, has been astonishing.
23 June 2020
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2 min read
Bonds
As multi-asset investors focused on income generation, we do not think going against global central banks is prudent, and until we see a meaningful turnaround in economic data, our preference for adding to risk is likely to remain for debt over equity...
23 June 2020
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2 min read
Global
The first quarter was a rollercoaster for global credit markets with a severe, homogeneous sell-off, followed by a sharp, if more modest, central bank-induced recovery.
05 June 2020
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2 min read
Bonds
Following the unprecedented falls across all financial markets in recent weeks, the safest government bond markets have had to become cash vaults for fund allocators trying to raise the liquidity needed to plug the fast-growing holes left by the equity,...
20 April 2020
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2 min read
