FIXED INCOME

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.

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$74.5bn
Fixed income assets under management

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112
Fixed income investment
professionals

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18
Average years’ financial
industry experience

As at June 30, 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

JAAA

AAA CLO ETF

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

JMUIX

Multi-Sector Income Fund

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

FORAX

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.

Insights

Credit markets: tough to love, tough to hate

Corporate bond valuations are rich but arguably justified by strong credit fundamentals.

A tortoise and a hare lined up on a race track

Central banks: Say hello to team tortoise and team hare

Central banks are separating into the fast and the slow.

Quick View: No time like the present – the Fed commences rate-cutting cycle

The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.

Advisor insights
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