Hybrid corporates: a strong 2017

Outside of ‘vanilla’ fixed income securities – your standard corporate and government bonds – there exists a vast array of options for investors, most of which are little discussed. These range from relatively simple floating rate notes, to exotic products with various convertible or re-set features, which can be triggered in a number of scenarios. One area that has done particularly well in 2017 has been hybrid corporate bonds.

David Arnaud

David Arnaud

Senior Fund Manager, Fixed Income

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2018 – the turn of the tide for loose money?

Many of the recent comments around fixed income have referred to the impact on the asset class of global monetary tightening. For example, the US Federal Reserve (Fed) and Bank of Canada (BoC) have already raised interest rates, the Bank of England (BoE) have followed suit and, in January, the European Central Bank (ECB) will begin tapering their huge quantitative easing programme.

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Our short duration strategy: one year on

September 2007 is regarded by many as the beginning of the global financial crisis. However, despite the initial market sell-offs, the performance of most asset classes were turbo-charged in the decade that followed, given that it ushered in an era of ultra-loose monetary policy.

Michael Count

Michael Count

Senior Fund Manager, Fixed Income

Steve Matthews

Steve Matthews

Fund Manager, Liquidity

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Where are we finding opportunities amidst the Brexit uncertainty?

The impact that Brexit will have on asset prices remains unknown. At present, it appears that neither the credit nor the equity market are concerned, with regard to financials. Global economic growth remains robust and we forecast a relatively benign operating environment for companies in the UK and the Eurozone. But where are we finding attractive opportunities within the financials space?

Michael Count

Michael Count

Senior Fund Manager, Fixed Income

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Our outlook across asset classes

With less dovish tones starting to emanate from central banks globally, relatively high valuations across equities and a cooling off in the London property market, it is safe to say that we are not spoilt for choice in terms of attractive opportunities. Following a somewhat volatile second quarter, how are we positioned for Q3?

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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