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We can all get along

In this two-part paper, we assert that the shared interests of bond and shareholders in companies provide incentives to jointly engage companies – and generate positive outcomes by doing so. In this first instalment, we dispel the fallacy that the imperatives of bond and shareholders typically diverge, and argue that their common standing as financial stakeholders gives them the legitimacy to engage corporate boards and management teams to encourage sustainable growth and long-term value creation.

More Insights

Coronavirus: the long-term impacts on emerging markets
What might be the enduring impacts of the coronavirus pandemic on emerging-markets businesses?
Viral volatility: how Covid-19 is infecting sentiment
What does the latest reading of our complacency indicator show?
Pandemic panic: making sense of investor behaviour
The coronavirus crisis has revealed consumer behaviour at its most extreme
Sharpe Thinking
As the books close on an eventful first quarter, markets seem to be showing some vague signs of consolidation
Weekly Credit Insight
Credit quality within the global high-yield market is currently much higher than during previous drawdowns.
Monthly Fund Commentary, February 2020
Please read on for more information and a summary of performance, activity and our investment outlook, from our Portfolio Managers.