Asset Allocation
Through funds, mandates or advisory services we put our best macroeconomic ideas to work for the benefit of our investors
Balanced Mandates
We know how to operate in a constrained environment and under the guidelines of a pension fund's strategic asset allocation
Dynamic Allocation
The dynamic approach for multi asset portfolios allows us to capture smaller trends and deliver performance while protecting the downside
Asset Allocation and Balanced Portfolios
News
Views and Analysis
HIGHER YIELDS, HIGHER GROWTH...THAT'S OK ISN'T IT?
It has been a rollercoaster of a ride for US Treasuries recently. Where next? Andrew Lake shares his insight into the week’s events in fixed income markets.
Views and Analysis
Reflation? Taper tantrum?
The main subject of interest in fixed income markets is the reflationary argument. What is the impact and should we be concerned about rising inflation and interest rates?