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The strategy invests in obligations financing the working capital and commercial trade contracts for both small and medium enterprises to large corporates.
Largescale government support to safeguard the financial system after the collapse of Lehman Brothers trapped western policymakers in a prolonged cycle of low interest rates and high debt.
To integrate the appropriate strategy into an existing portfolio, six steps are important in our view – which we describe in more detail in the following sections.
A key reason for optimism in the sector is that 78% of managers surveyed believe that quantitative strategies should perform better in 2021 than they did in 2020 and 73% believe the current economic and fiscal environment is attractive for quant strategies.
Selecting those that will remain investment grade will be key for success in corporate bonds investing this year.
Ashley Chung is based in Singapore and joins LOIM as an analyst and junior PM from Schroders Investment Management, where she was responsible for conducting in-depth thematic analysis for the technology sector on behalf of institutional clients.
Themes
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