Investment Grade

Portfolio Manager Pierre Beniguel explains hybrids, how they work, and their benefits

Johnathan Owen discusses opportunities to find value in corporate bonds in the current climate.

TwentyFour CEO Mark Holman provides a macro outlook before discussing his views on a critical US presidential election and how it could impact the economy and the markets.

Chris Bowie and Gordon Shannon hosted a breakout session on the IG stage where they provided an update on portfolio performance and their outlook for investment grade credit markets.

The clear opportunity within IG credit from our perspective, without having to take excessive risk, is to buy legacy Bank and Insurance IG debt.

Partner and Portfolio Manager Chris Bowie discusses Q2 performance for the Outcome Driven strategy and provides his outlook for the rest of 2020.

Partner and Portfolio Manager Chris Bowie provides an update on investment grade credit markets.

Q1 2020, or more specifically March 2020, will go down in history as a game changer.

Q1 2020, or more specifically March 2020, will go down in history as a game changer.

These are clearly unprecedented times. We are seeing large gaps down in asset values, large liquidity preference and sometimes positive correlations between risk assets and risk-off hedges.

Given the recent volatility in global markets, Partner and Portfolio Manager Chris Bowie hosted a webinar where he provided an update on investment grade credit. Chris discussed his current views on the asset class, before looking at positioning of his two funds; Absolute Return Credit Fund and Corporate Bond Fund.

Chris Bowie outlines the highlights and lowlights for the fund, the successes and challenges, the triumphs and the odd sleepless night.