Targeting the sweet spot of Absolute return bonds

Artboard 2 copy 5

Absolute Return

Low yields, concerns about rising inflation and the desire to increase diversification are causing investors to look beyond traditional index-based products for their fixed income portfolio. Absolute return bond fixed income strategies can provide a robust solution.

Our absolute return strategies aim to deliver positive outcomes in a range of market conditions. We implement a flexible approach blending top-down strategic positioning with bottom-up fundamental based investment. Expertise is drawn from right across our fixed income capabilities with risk management hard-wired into our process at every stage.

Risk Disclaimer

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

Our approach to absolute return fixed income is unconstrained and has a clear focus: the delivery of stable returns having a different profile to that of global bond markets. To do this we focus on:

  • Diversified return sources
  • Consistent absolute returns
  • Disciplined risk management
  • Liquidity
  • Varied sources of value
  • High conviction
  • Use of derivatives for alpha generation and hedging
 

Specialist Team

Our Absolute Return Fixed Income team consists of 19 investment professionals with an average of 17 years’ of investment experience and seven-year tenure at BMO Global Asset Management. Below is an breakdown of the years of experience within the team:

0
GLOBAL RATES AND MONEY MARKETS
0
HIGH YIELD
0
INVESTMENT GRADE CREDIT
0
EMERGING MARKET DEBT
0
MULTI STRATEGY
0
DEALING

Fixed Income Insights

Multi-Asset
London skyline at night
8 min watch
November 2021

Weekly review: Fuel for a Santa Claus Rally (renewably sourced of course)

Chief economist Steven Bell explains why he foresees a continuation in the equity bull market, and how Boris avoided a big blunder last week…
Responsible Investment
Woman presenting to an audience
3 min read
November 2021

ESG knowledge shared: November 2021

Keep up to date with responsible investing through our monthly roundup of highlights – articles we’re reading, podcasts we’re enjoying, useful videos and more.
Emerging Markets
Laughing children riding a tuk tuk
2 min read
November 2021

Responsible Global Emerging Markets Strategy – Q3 2021 Investor Note

The team at LGM provide their regular update on responsible investing in emerging markets
Multi-Asset
Exchange rate street tv screen
4 min watch
November 2021

Weekly review: Central bank ructions cause chaos in financial markets

It was an extraordinary week for financial markets, with central banks taking centre stage.
Multi-Asset
Male office worker looking at data charts on two computer screens
4 min watch
November 2021

Weekly review: Central banks set to tighten policy. How will equities react?

Macro Update
Responsible Investment
Young woman cycling
2 min
November 2021

How is our climate changing

Year after year we’re seeing more record-breaking temperatures and severe weather events