Global Credit

Credit insight for a changing economy

Where transition risk meets credit opportunity

The global transition toward a sustainable economy is reshaping markets, creating new risks and rewards. Companies that adapt are more likely to thrive; and those that ignore sustainability are more likely to face mounting challenges.

By integrating sustainability science into financial analysis, we ensure that our Global Credit Strategy is future-fit.

TRANSITION INVESTMENT FRAMEWORK

A forward-looking analysis

Sustainability is integrated into our Global Credit strategies using our proprietary Transition Investment Framework. We evaluate companies across three dimensions: current impact, future impact and financial health.

Our Investment Approach

Our top-down investment process combines disciplined global macro research with a contrarian approach to credit risk. We assess fundamentals, valuations and market technicals to identify where beta is attractively priced, then construct a broad investment universe designed to capture transition opportunities without relying on widespread exclusions.

Osmosis Global Credit Fund

Transition-led solution for core fixed income portfolios

Case Study

Algoma Steel: How a large polluter can drive the sustainability transition

Transition Investing in Practice

“Each member of our portfolio management team brings more than 20 years of experience, combining long-term perspective with passion for sustainable investing and credit management”

Latest Thinking

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