White Papers

08FEB 2019

Securitised credit: Main Street versus Wall Street

We take a closer look at how asset-backed securities can be used as a defensive asset for those seeking stable income in today’s investment environment. Michelle Russell-Dowe Head of Securitized, US Fixed Income

White Papers

13OCT 2016

Fixed Income

11APR 2016



22MAR 2016

Videos: Webconferences

Fixed Income & Credit Securities - Investment Update

Simon Doyle and Mik Kase, discuss what the key issues facing fixed income investors are likely to be, where returns will come from, and how we are positioning our portfolios to navigate these conditions.

07MAR 2016

Fixed Income

Sticking to our style

Stuart Dear, Fund Manager, Fixed Income, explains that we are well positioned to continue to provide defensive absolute outcomes, albeit that the cyclical and policy making uncertainty may impair short term relative returns.


17FEB 2016

Fixed Income

Fixed Income – What risks should we worry about?

Simon Doyle, Head of Fixed Income & Multi-Asset, attempts to explain how we are managing fixed income in the current environment and to put some context around our recent performance. 

15FEB 2016

Fixed Income

Is it time to buy hybrids?

While it hasn’t received the same media attention as the recent decline in equities in 2016, significant falls in hybrid prices have also been apparent. As a result the hybrid market has become significantly cheaper, prompting Stuart Gray, Fund Manager, Fixed Income & Head of Credit Research, to question – is it time to buy hybrids?


12JAN 2016

Fixed Income

Defensive outcomes developing opportunities

Stuart Dear, Fund Manager, Fixed Income, explores defensive outcomes developing opportunities.



08DEC 2015

Fixed Income

Patience is a virtue

Stuart Dear, Fund Manager, Fixed Income, explains that 2015 has made it clear that patience is required. Preserving capital as markets adjust is a priority. 


10NOV 2015

Fixed Income

An unhealthy addiction