Solutions

Outperformance during credit turmoil

Credit turmoil triggered by unexpected events such as the COVID-19 pandemic or the US banking crisis in 2023 could potentially hurt performance of fixed income funds as they are always accompanied by a spike in volatility. How do you guard against such a scenario?

Genuine diversification: adding alternative assets to a portfolio

A well-managed portfolio should be well-diversified, and today this means going beyond traditional equities and bonds. However, not all ‘alternative’ assets provide the low correlation required for genuine diversification.

Maximising gains and minimising pain

Inflation volatility has made the interest rate outlook increasingly uncertain. How can investors improve their risk-adjusted returns in fixed income portfolios in this new landscape?

Aiming for consistent outperformance with low volatility

High yield bonds are typically considered riskier than higher-rated investment grade bonds. Credit selection based on intensive research and risk awareness are key to preserve capital and avoid drawdown risk. Is it possible to balance risks and returns and still achieve consistent alpha generation?

What central banks do about risk

Seeking to manage potential geopolitical, macroeconomic and central bank policy risks?

A different kind of equities exposure

Seeking exposure to a collection of undervalued companies across the market cap spectrum and across sectors, fundamental risk factors and geographies.

How to lighten an adviser’s fund research burden

With so much available choice, it can be hard for advisers to stay on top of the best investment opportunities and how they might help clients avoid the biggest risks.