Investment Philosophy and Process

Our philosophy is to construct diverse investment portfolios, which target an agreed return over a client’s chosen benchmark, using a mix of opportunities in rates, ESG, credit, currencies, volatility and inflation.

Our experienced team considers potential investment strategies in terms of three distinct macro drivers; the outlook for monetary policy, the outlook for growth and inflation, and structural factors such as long-dated duration supply.

Using our proprietary data-analytics tool CaTo we can quantify potfolio exposures, measure volatility contributions and identify investment strategy correlations.