Switch user type
 
see all views & news
See all results for ''

News

Back

Global Value and Income Dispatch

Managing through rising rates with “2020 Hindsight”
 

02 Feb 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • Flexible strategies like ours can help shepherd assets through the process of rate normalization
  • Relative to traditional fixed income we feel that equities offer better income, total return, and resilience to rising rates
  • When we did deploy capital into fixed income it was often into more event-driven credit investments
     

Disclaimer

The views expressed are those of the portfolio manager as of January 2021, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole.

Related Articles

Global Value and Income Dispatch

Q3 review: The rise of tangible capital?
 
Read More 02 November 2020
Global Income and Value Dispatch

Q2 review: the global income challenge
 
Read More 22 July 2020
Global Value and Income Dispatch

Q1 review: In the midst of chaos, there is also opportunity
Read More 07 April 2020

For a better experience, we recommend viewing this website in landscape orientation.

Webcast

×

JOHCM

×

Regnan

×