Global Fixed Income

Portfolios can be positioned to benefit from anticipated directional movements in bond yields. Changes in economic conditions and interest rate expectations typically affect bond yields - our in-house research is therefore focused on economic indicators and the identification of trends. 

We can position portfolios to benefit from anticipated movements in the shape of bond yield curves, both within developed and emerging markets. Yield curves rarely remain static for long and movements provide opportunities for active managers to exploit. 

Evolving inflationary pressures affect inflation-liked bonds. We are able to implement active positions in this area of the market to benefit from anticipated trends. 

We are able to gain selective exposure to issuers, whose bonds provide higher yields than comparable government securities or have better risk characteristics. 

Some of our portfolios are able to benefit from movements in global government bond markets relative to one another. 

Beyond yield factors, growth expectations and macro economic dynamics can be reflected in the relationship between different currencies.