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Transformational events and corporate bonds
Annington's MoD deal illustrates how sudden change can enhance bond returns.
Strategic Bond Q4 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
All-weather or all talk?
Testing the Strategic Bond Fund’s claim to be a through-the-cycle credit strategy.Strategic Bond Q3 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
Strategic Bond Fund: back to the future
Investment manager Robert Baltzer gives an update on the Baillie Gifford Strategic Bond Fund.
Strategic Bond Q2 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments
Investing in UK water
The companies transforming the UK’s water infrastructure.
Strategic Bond Q1 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
Legally bond: finding underestimated resilience
By keeping an open mind, we hope to find opportunities other credit investors might overlook.
Can we mine sustainably?
Minerals are key to the energy transition. We believe mining responsibly will bring rewards.
Strategic Bond Q3 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
The real deal in property
In a challenging environment, discover a European property sector company bucking the trend.
Strategic Bond Q2 update
The Strategic Bond team reflects on recent performance, portfolio changes, and market developments.
Re-awakening utilities
Utility companies which can adapt to climate change and the shift to renewables bring the best chance of returns.
Reaching for resilience
Positioning for the long term and backing resilient companies can offer strong yields – even in troubled times.