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    Investor Centre

    [vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_video link="https://www.youtube.com/watch?v=PI9HOn8rsIg"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview Wider credit spreads detracted from performance in September, with weakness in the financials and RMBS/ABS the main the drivers Higher bond yields also...

    12 October, 2021

    [vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_video link=""][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview Wider credit spreads detracted from performance in September Higher bond yields also detracted, although this was mitigated by the low duration stance of...

    06 October, 2021

    [vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_video link="https://youtu.be/qz-P8AINWv0"][qode_accordion style="toggle"][qode_accordion_tab title="Transcript"][vc_column_text]Jodi Pettersen: Ok. It's right on 12:30, so should we get started, Steve? Sure. Excellent. And thank you, everyone who's joined for today. My name is Jody Peterson. I work for Invest in today. We...

    30 September, 2021

    Against a backdrop of record-high equity markets and low-interest rates, investing for income while seeking to preserve capital is an increasingly common goal among those who require their savings and investments to provide reliable, tax-effective cash flow. Hybrids are a unique amalgamation of debt and equity,...

    30 September, 2021

    [vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_video link="https://youtu.be/N1AvP37lq8k"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview Wider credit spreads detracted from performance in August, with weakness in the industrial sector the main driver Duration and curve positioning were negative...

    10 September, 2021

    Hybrids are a unique asset class, but you do not need to reinvent your investment strategy to successfully incorporate them into your portfolio. The following tips are designed to help both seasoned players and novices navigate the dynamic world of hybrids. Understand the specifics of the...

    09 September, 2021

    The growth of ESG (Environmental, Social and Governance) has been a hot topic in the investment world for several years and is increasingly seen as central to portfolio construction.  ESG metrics are now commonly used alongside more traditional financial metrics, such as leverage and valuation...

    01 September, 2021

    [vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_video link="https://youtu.be/KbGiz-rDhlg"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview Lower bond yields assisted performance for the month, but wider credit spreads detracted Overlay strategies were slightly negative for the month, with positive...

    13 August, 2021

    Inflation is back, at least in the US.  Last month saw prices jump 5.4% over the past year.  For those of us that can remember back to the 80s, 5.4% doesn’t seem that high.  It is, however, the largest increase in 13 years and it...

    26 July, 2021

    [vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_video link="https://youtu.be/ns2WZre_Uk0"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview Credit continues to perform well amid a 'risk-on' backdrop As a result, performance for the quarter was driven by coupon income, credit spread...

    14 July, 2021