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The Time is Right


Affected by drawdown, insufficient returns and volatility, investors look to non-traditional strategies. Liquid alternatives target new sources of return, while seeking to remain relatively uncorrelated with global equity and bond markets.


We need to consider a different way of investing that targets new sources of returns, downside mitigation, and volatility management.


Challenges Driving the Income Demand

Aging, public debt, regulation and the middle class squeeze


Hugh Prendergast discusses what he believes will dominate thinking in our industry in the next 5, 10 and 20 years: income shortage.


Emerging Markets Debt

Yerlan Syzdykov

Yerlan Syzdykov

Head of Emerging Markets - Bond & High Yield


With the momentum of positive GDP growth as a tailwind, Emerging Market Corporate Bonds present an attractive story.


The market capitalisation of the asset class is at parity versus US High Yield credit. The class aims to offer depth, dynamics and interesting drivers to investors seeking both yield and capital return.     


US Equity

Looking for Growth but concerned about fundamentals? - Andrew Acheson

Active Allocation with a Difference

Yerlan Syzdykov

We believe that a fixed income portoflio that includes a wide range of global fixed income sectors can achieve competitive returns.

- Ken Taubes

The Era of Investment Solutions

CIO Letter - September 2016


Giordano Lombardo takes us through his thesis that the tougher investment environment we are facing will not be temporary. It's time for asset managers to enter an era of providing investment solutions, measurable against a concrete economic goal.