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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$71.5bn
Fixed income assets under management

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109
Fixed income investment
professionals

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19
Average years’ financial
industry experience

As at December 31, 2023.

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

Strong investor appetite supports credit

The conditions that have buoyed credit markets in recent months look set to continue.

Quick View: March U.S. CPI – Three times makes a trend

While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.

Multi-Asset Quarterly Outlook: Fortunes diverge as the cycle extends

An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.

Advisor insights
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