News & Views
Monthly Commentary – January 2025 Climate Bond
Sentiment was strong in January, with spreads on EUR investment grade (IG) corporates 12 basis points (bps) tighter. Demand for credit remains a key driver of spread performance, as inflows into IG credit remained strong, easily absorbing the high issuance in the first half of the month.
Monthly Commentary – January 2025 USD
Subordinated debt markets were strong in January despite volatility in interest rates. Strong US employment numbers initially put pressure on interest rates.
Monthly Commentary – January 2025 GBP
Subordinated debt markets were strong in January despite volatility in interest rates. Strong US employment numbers initially put pressure on interest rates.
Monthly Commentary – January 2025 Climate Bond
Sentiment was strong in January, with spreads on EUR investment grade (IG) corporates 12 basis points (bps) tighter. Demand for credit remains a key driver of spread performance, as inflows into IG credit remained strong, easily absorbing the high issuance in the first half of the month.
Monthly Commentary – January 2025 USD
Subordinated debt markets were strong in January despite volatility in interest rates. Strong US employment numbers initially put pressure on interest rates.
Monthly Commentary – January 2025 GBP
Subordinated debt markets were strong in January despite volatility in interest rates. Strong US employment numbers initially put pressure on interest rates.
Our Company
Our History
Independent and dedicated
The Team
Investment team with more than 100 years of relevant experience. Highly automated, exception based operating environment with use of outsourced providers for strategic support services such as IT and investment systems. Highly automated interfaces with GAM for the funds platform allowing the firm to dedicate itself fully towards the investment management responsibilities.
Specialist Advisor Of Multiple Funds
GAM
Advanced. Focused . Flexible
Investment Funds
We use intensive, bottom-up research to identify investment grade and high quality issuers with robust long-term businesses. We then analyze and select bond issues from lower down the company’s capital structure to earn attractive yields. Focusing only where we see the richest opportunity set, for instance within the financial sector and in hybrid bonds, we build a highly diversified portfolio of conviction ideas which has relatively low correlation to benchmarks and traditional credit funds.
