IR+M Attractive Opportunities in the HY Corporate Bond Market

  

IR+M:  Portfolio Managers Lyniese Patterson and Ginny Schiappa discuss the high-yield corporate bond market. Amid record low yields, this asset class has received more attention due to its potential to increase the yield of fixed income allocations. IR+M believes there are attractive opportunities for a bottom-up security selector, while respecting the differences between investment grade … Continued

Rockefeller AM: Climate Change – The Mega Trend Reshaping Economies and Markets

  

Casey Clark, Deputy CIO and Global Head of ESG Investments at Rockefeller Asset Management, discusses how climate change is transforming economies and markets, creating long-term opportunities for companies delivering products or services that help reduce greenhouse gas emissions and adapt to a changing climate. Climate Change – the Mega Trend Reshaping Economies & Markets

Rockefeller AM shortlisted for 2021 PRI Awards for ‘ESG Improvers – an alpha-enhancing factor’

  

From Rockefeller Asset Management, ‘We’re delighted to have been shortlisted for the 2021 PRI Awards in the ESG incorporation initiative category with our project, “ESG Improvers – an alpha enhancing factor”. We believe that investors will increasingly differentiate between ESG Leaders and Improvers – firms showing the greatest improvement in their ESG footprint – and … Continued

Income Research + Management – the Portfolio Construction Process

  

‘There are elements of science and sequence, and also some “art.” Characteristics such as duration, key rate exposures, option-adjusted spread duration, yield, and tracking error are often targeted at the portfolio level, while the actual components – the underlying bonds themselves – can vary.’ Link: The Process (Portfolio Construction) – Income Research + Management

IR+M: Will the Real Rate Please Stand Up?

  

Incisive US Fixed Income analysis from Income Research + Management’s Sr PM Jake Remley: ‘Will the Real Rate Please Stand Up?’ ‘A heavyweight fight is brewing, and fixed-income investors sit ringside.  Interest rate Bulls have the steepness of the yield curve, threats to global growth from COVID variants, and labor market slack in their corner.  Interest rate Bears … Continued

Presenting Everwood Capital – 5th Solar Fund

  

Hyde Park Investment is proud to be representing Everwood Capital, a renewable infrastructure fund manager. They are currently on their Fund V Solar fund. Fund I, II and III raised E150m, Fund IV raised E300m. They have a strong local team with extensive investment and operational experience in infrastructure, M&A and photovoltaic power generation. They … Continued