Global High Yield

Capture the transition

Sustainability can drive alpha

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

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

TRANSITION INVESTMENT FRAMEWORK

A forward-looking approach

Sustainability is integrated into our High Yield 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.

Global High Yield

Conviction-led pursuit of alpha and impact

Case Study

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

Transition Investing in Practice

“Our technology-driven approach enables two concrete client benefits: lower fees and more time focused on research.”

Latest Thinking

View all insights