The Credit Call: Unconstrained Credit, October 2022

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Insight

21 October 2022 |

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Fraser Lundie, CFA, Head of Fixed Income – Public Markets, is joined by Orla Garvey, Senior Fixed Income Portfolio Manager and Vincent Benguigui, Senior Credit Portfolio Manager. The team touches on some of the key drivers that have shaped the Fund’s performance to date and why they feel that a dynamic allocation to credit is beneficial to unlocking future returns.

Key topics include:

Macro overview – what do inflation and Central Bank policies mean for credit and why should you maintain a credit asset allocation?
2020 vs 2022 – comparing and contrasting two different crises
Focus on the Unconstrained Credit Fund – year to date performance, positioning and outlook