We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.
Navigating the rate repricing: European short-term high yield
With inflation sticky, interest rates rising and volatility elevated, investors could consider short-term European high yield in order to stay invested while reducing exposure to duration risk.
Oil prices have had a wild ride so far this year, and bonds have tracked every move. A lasting settlement in the Middle East could see yields move lower.
Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.
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