Capabilities
Fixed Income Investment Approach
We build portfolios from the bottom up, security by security
Our proven investment approach to fixed income portfolio management is grounded in the combination of deep fundamental research and risk-controlled portfolio construction.
This enables our portfolio managers to drive performance primarily through security selection while exercising independent portfolio positioning to manage macro risks.
We believe our fixed income platform encourages the seamless exchange of best ideas and practices that enables us to manage prudently through changing economic cycles.
Fixed income is a core strength, with $440 billion in assets under advisement*
Facts and figures
Platform highlights
154 team members
Dedicated fixed income investment global team members
Diverse leadership
5 of 8 lead fixed income portfolio managers represent diverse groups
84 distinct offerings
60 composite strategies and 24 funds
Bonds are once again becoming cornerstone of portfolio allocations expected to generate steady, predictable returns over the coming months and years.
George Bory, Chief Investment Strategist – Fixed Income
Driving performance through security selection
Our fully integrated investment process seeks to identify and capture the most attractive risk-adjusted investments for client portfolios.
We offer a wide array of fixed income solutions across the duration term structure and risk spectrum of global bond markets, driven by deep fundamental research from our Global Fixed Income Research team.
Jon Baranko, Chief Investment Officer – Fundamental Investments
Deep fundamental credit research capabilities
Our fixed income platform offers solutions across asset classes and around the world that are supported by deep fundamental credit research capabilities.
- Large, experienced team of sector specialists
The team's extensive knowledge of industry nuances enables timely and informed decision-making. - Broad, diverse coverage universe
U.S.- and European-based analysts bring invaluable local knowledge and insight to the process. - Relative value focused recommendations grounded in fundamental analysis
This enables portfolio managers to weigh factors affecting the credit and to seek to add value to portfolios. - Focused assessment of sustainable and climate transition risk factors enhances fundamental research
Risks can stem from these factors, but also from regulation and consumer preference, which can materially affect companies and sectors. - Seamless flow of information promotes collaboration
This ensures securities are thoroughly vetted via multiple viewpoints by leveraging our global scale and footprint.