Investment Grade: Global Short Duration

Our global short duration investment grade strategy seeks to generate, in our opinion, attractive returns within tight parameters to help limit interest rate risk and credit risk. The strategy is generally managed with a short duration target. The strategy is heavily focused on investment grade rated instruments, although can invest a small percentage in high yield rated securities at the team’s discretion.

To help achieve the strategy’s short duration objective, we focus on to investments in short-dated corporate bonds across the global investment grade market, allocating across the US, Europe, and Emerging Markets. Our investment approach is based on fundamental credit analysis and integrating ESG considerations. The team also incorporates top-down macro views within the strategy’s duration and credit quality parameters.

Capital at risk. The value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the full amount invested. Past performance is not an indication of current or future performance.

Strategy Inception

2019

Portfolio Manager Locations

London, New York