• We believe investors should consider locking in today’s higher yields for the potential to
generate attractive returns for years to come.

• We see value in positioning the Income Strategy in high quality assets with sufficient
liquidity to navigate market volatility over the cyclical horizon.

• Our position in agency mortgage-backed securities has increased steadily over recent
years, with agency MBS offering the potential for attractive long-term value as market
factors have shifted.

The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed income as inflation recedes and risks build in other markets.

Download Article

Continued development of  proprietary frameworks across multiple asset classes and themes, including: 

With the potential for higher-for-longer yields across countries, we see the global fixed income opportunity set as the most attractive in years.