Market Commentary
Experts in sustainable fixed income
Transition risk is credit risk
Our fixed income strategies combine deep, proprietary credit research with forward-looking transition insights to navigate a changing economy and identify businesses with greater financial resilience.
METHODOLOGY
Where transition risk meets credit opportunity
In fixed income, winning often starts by not losing. By modelling how transition risks affect credit quality, we identify opportunities the market has not yet priced in.
Alpha
Your investment can be a catalyst for progress and alpha at the same time, creating opportunities for both positive change and competitive returns.
Transition
We identify companies with sound financial foundations that are making meaningful progress towards a more sustainable world.
Technology
We combine cutting-edge data processing power with human expertise to augment our thinking and reduce costs for clients.
PROPRIETARY RESEARCH
Know what you own
Transparency is essential to credible sustainable investing. For every company in your portfolio, we show how it scores within our science-based Transition Investment Framework, combining current analysis with innovative, forward-looking investment metrics to understand both where a company stands today and where it is heading.
Featured Strategies
Our solutions are designed to meet the needs of a diverse range of investors, with tailored approaches across different objectives, constraints and sustainability priorities.
Global Credit Solutions
Transition-led solution for core fixed income portfolios
Global High Yield Solutions
Conviction-led pursuit of alpha and impact
TECHNOLOGY
Technology that amplifies expertise
Our proprietary Sequoia platform helps us process large volumes of text and data in minutes. It allows us to work more efficiently while keeping judgement at the heart of the process.
Credit Quarterly Outlook
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Market Commentary
Credit Quarterly Outlook: Tokenmaxximization
Market Commentary
Credit Quarterly Outlook: Death by a thousand cuts
“The industry is moving towards active management delivered at passive-fee economics, and we intend to be at the forefront of that shift.”