Rethinking fixed income research
Fixed income manager researchers provide coverage of managers and investment strategies across a broad range of credit strategy types. These include: global or regional strategies, investment grade or high yield, emerging market debt, multi-sector fixed income (such as absolute return bonds or multi asset credit), leveraged loans, green bonds, securitized credit, convertibles, CAT bonds and more.
In Manager Research and Selection, fixed income researchers are dedicated to providing clients with high-touch support. Investors have different needs, including specific types of quantitative or qualitative analysis, advanced ESG requirements, risk constraints, solutions that are not widely available ‘off the shelf’ and more.
Implementation in focus
Fixed Income Portfolio Design
This US wealth manager sought to update its relatively conservative fixed income portfolio in order to meet the investment target of 3-5% per annum nominal returns—a topic that has become particularly pressing for their team in a climate of inflation and rising interest rates.
Fixed Income – US Short Duration High Yield
This UK-based international property and casualty insurance group was seeking to invest USD140 million with one manager running a US-centric short duration, high yield bond portfolio. The insurer wanted to target BB-rated bonds maturing within five years to achieve a desired level of yield and keep ...
Multi-Sector Fixed Income – Leveraged Finance
The client, an Australian superannuation fund, was seeking to expand its existing allocation to US leveraged loans to include high yield bonds and securitized credit; in doing so, the client wanted to move beyond its geographically focused, US-centric remit to embrace a global opportunity set.
Core Fixed Income
The client, a European multinational property and casualty (P&C) insurer, was looking to re-tender a multi-billion-dollar, multi-currency fixed income portfolio invested in high-quality, short-duration bonds to new asset managers and reduce associated fees.
Fixed Income Insights
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