Content (17)
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White papersThe US Dollar Free Lunch is Over. What Now?
Unhedged USD investors have long seen strong returns and lower risk, but 2025 brings new challenges. A single hedge strategy no longer fits all—our recent papers reflect differentiated hedging approaches across currencies.
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VideoThe One Question Video Series: You Ask. We Answer.
Systematic Active Fixed Income (SAFI) investing builds portfolios with exposure to factors that are believed to be impactful to performance, according to historical data. Hear from Arkady Ho, Fixed Income Portfolio Strategist, about the potential benefits of SAFI.
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White papersClimate-Thematic Bond Investment Solutions
Climate change may introduce risks and opportunities within fixed-income investment portfolios. Our Climate Transition Corporate Bond Beta Investing Approach seeks to support investors who prioritize sustainability factors aimed at addressing those climate-related risks and opportunities
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White papersAre Foreign Investors Really “Dumping” US Treasury Bonds?
Amid rising concerns over foreign divestment from U.S. Treasuries, this paper offers a data-driven perspective for investors. It examines the evolving dynamics of global capital flows and their implications for Treasury demand, portfolio strategy, and market stability.
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White papersHow Fixed Income can (still) Provide an Anchor to Windward
Fixed income ideas for choppy markets. The bond market has been turbulent this year, calling into question fixed income’s role as a stabilizing force in portfolios. Learn four ways you can position your fixed income allocation to help steady your performance.
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White papersWhy Allocate to Global High Yield in a Balanced Portfolio?
Global High Yield (GHY) has matured from being a US-centric, niche exposure to a globally diversified, highly rewarding asset class worth investing in. With over $2 trillion* in outstanding bonds, HY plays a key role in income portfolios across pension funds, insurers, and sovereign wealth funds.
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White papers3 Global High Yield Myths That Just Don’t Hold Up
A source of return, yield and diversification, GHY merits serious consideration for most fixed income portfolios but doubts remain for some investors. We challenge three common GHY myths and explain why it makes sense for most investors to consider an indexed approach in GHY.
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White papersSAFI: A Modern Approach to Fixed Income Investing
How does systematic active fixed income (SAFI) investing actually work? In this article, we go through the SAFI investment process step by step, explain the generation of signals, and discuss the various potential benefits of SAFI for investors.
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White papersHow to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
In the past few years, we have seen a growing number of Asian investors setting decarbonization targets for their equity portfolios. Some investors are interested in achieving carbon intensity reduction versus their market-cap based policy benchmark, while maintaining the desired broad market exposure.
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White papersThe Climate Files
Many investors believe that climate change is a key driver of investment risks in portfolios today. With the right approach, it also presents one of the greatest investment opportunities. Access The Climate Files — four case studies revealing best practices in integrating advanced, climate-thematic investment objectives into your portfolio.
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White papersEmerging Market Debt Outlook: All Roads Lead to the US
This year, we are looking to the US to drive the market’s direction. We believe the US economy will continue to soften, which will spur the Fed to cut rates three times. In other words, that soft landing that we were expecting last year will likely materialise this year. When rates are lower, the USD typically weakens. And this creates a goldilocks scenario for Emerging Market Debt.
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White papersForward-Looking Climate Metrics in Corporate Bond Portfolios
Moving beyond backward-looking carbon footprinting, this research explores how implied temperature rise, carbon risk ratings, and climate value-at-risk methodologies can provide valuable forward-looking insights for fixed income investors who prioritise sustainability considerations. Discover practical applications, coverage analysis, and implementation considerations specific to corporate bond portfolios. Read the article if climate integration is part of your investment approach.
