fixed income.

Fixed-income assets are cheap on a multi-year horizon in Asian and emerging markets such that the risk-reward is asymmetric, offering attractive potential regardless of a bearish or bullish environment for patient investors, in our view.

Webinar | rethink net zero: decarbonise, diversify and help drive the transition

In our 2024 outlook, LOIM CIOs for equities, fixed income, multi asset, convertible bonds and alternatives consider how to capture key investment opportunities.

To maximise investment opportunities and reduce climate risk, we use an implied temperature rise metric to identify which companies are decarbonisation leaders.

As policy rates go from peak to plateau, should fixed-income investors prepare for a bull steepening of the yield curve? This is a key topic covered in the Q4 issue of Alphorum.

We provide an overview of our investment strategy and sustainability approach and highlight the achievements of the strategy’s portfolio companies during the year 2022.