Flexible. Thoughtful. Connected.

Our teams retain flexibility within a disciplined construct, resulting in individual strategies as well as custom-blended solutions – all within a rigorous risk management framework.


Fixed income assets under management

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Fixed income investment

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Average years’ financial
industry experience

As at March 31, 2024.

Investment capabilities benefiting from:

  • A forward-looking approach that looks beyond benchmarks to put investor objectives at its core.
  • Collaborative teams that share and debate ideas globally but retain investment flexibility within a rigorous risk-management framework.
  • A range of actively-managed solutions from core bonds to multi-sector that reflects four decades of addressing clients’ evolving financial needs.

Featured strategies



Provides exposure to the high-quality, floating rate CLO market in a liquid, transparent manner.


Multi-Sector Income Fund

For investors seeking a steady stream of high income with lower risk than a dedicated high-yield strategy.


Forum Real Estate Income Fund

For investors seeking to maximize current income and risk-adjusted returns through a diversified portfolio of real estate debt that has historically exhibited low correlation to the broader market.


Quick View: April U.S. CPI – positive news for the Fed

April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?

The role of U.S. securitized assets in the Global Financial Crisis: Part 3

The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.

The role of U.S. securitized assets in the Global Financial Crisis: Part 2

The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.

Advisor insights
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