This quarterly review provides market insights and outlook for the Global Credit Income strategy. Learn more.

Key Highlights  


  • Despite not feeling the full benefit of the government bond sell-off, credit spreads moved marginally tighter in the month which led to the positive strategy performance.
  • In the current low growth, low rate environment demand for higher yielding securities, including investment grade and high yield bonds, has increased.
  • We believe that returns often overcompensate for credit risk, and that diversification across a large pool of lowly correlated assets will generate positive ‘value-for-risk’ outcomes for our portfolios.


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