We apply a fixed income process that utilizes fundamental economic cycle analysis to set our duration, yield curve and credit positioning, without any structural biases.

Investment process: 

We understand how fixed income risks can interact with equities and alternative investments and seek to deliver a bond strategy that provides stability to your portfolio in periods of stress. We believe fixed income portfolios should add value while also balancing the equity and liquidity risk of the total investment program. To accomplish this, we have developed a multi-strategy fixed income approach that will harvest value from interest rates and credit when they are attractive 

We actively manage our fixed income portfolios, using a combination of fundamental and technical analysis. Our multi-strategy approach aims to add value by targeting duration management, sector allocation and security selection. Fundamental analysis seeks to identify the current stage of the interest rate and credit cycle by examining economic and monetary conditions. This outlook sets the bias for interest rate, yield curve and credit positioning. Technical analysis examines the supply and demand factors that are barometers of investor sentiment, allowing us to appropriately scale risk around our fundamental bias.