Following investors priorities
Understanding the market
Designing optimal solution
On-the-ground, global fundamental research is the foundation of our investment approach. Located in the United States, Europe, Asia, and the Middle East, our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.
We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital
Major challenges investors face today
Challenge: World of falling or even negative yields
In September, the US Federal Reserve cut rates for the second time within 2019. Other major central banks have stayed accommodative, with some making deeper cuts into negative territory and restarting bond purchase programmes. Today, over a quarter of the global aggregate bond market are negatively yielding.
Solution: Benefit from multiple income sources
Yield can still be found, but may require an unconstrained approach to identify the best investing ideas. There are various types of bonds globally and they react differently to market changes such as interest rate movement and economic cycle. When managed properly, this could also mean added diversification in portfolios if alternative asset classes are included.
View from the market consensus across dozens of areas ....