The Global Rates macro strategy has been managed by Adrian Owens and his team since 2004. Adrian is the Chief Investment Officer of the Global Rates strategy. Previously, he was an Investment Director managing Global Rates and related strategies at GAM. He has over 35 years’ experience as an economist and investment manager. The Global Rates strategy is implemented in global interest rate and currency markets and has a two-decade track record of navigating a variety of market environments and generating strong absolute and risk-adjusted returns relative to macro indices. The strategy can be implemented in daily dealing UCITS and managed accounts as well as other fund structures.
- Invests in diverse range of government bonds and currencies to capitalise on inherent inefficiencies in these markets.
- Top-down, thematic process driven by fundamentals in tandem with disciplined risk management.
- A global mandate with a focus on liquid markets, founded on good governance – markets demonstrating an established framework of the rule of law, corporate accountability, regulatory oversight and government effectiveness.
Team Members
Adrian Owens
CIO
Global Rates
Rahul Mathur
Portfolio Manager
Global Rates
Scott Watson
Portfolio Manager
Global Rates
Adrian Owens
CIO
Global Rates
Adrian Owens is the Chief Investment Officer of the Global Rates strategy at Investcorp-Tages. Previously, Adrian was an Investment Director managing the Global Rates fund and related strategies at GAM. Prior to joining GAM in May 2009, Adrian was at Julius Baer Investments Limited and was based in its New York office from 2001 until 2002, where he oversaw the US fixed income funds. Upon his return to London, he worked as co-head of the company’s fixed income investments before launching the Global Rates strategy in January 2004. Prior to that, Adrian was the European economist at Yamaichi International (Europe). He spent the early part of his career working as an economist for the UK Department of Employment and then HM Treasury. Adrian holds a Masters in Economics from McGill University, Montreal. He is based in London.
Rahul Mathur
Portfolio Manager
Global Rates
Rahul Mathur is a Portfolio Manager on the Global Rates strategy at Investcorp-Tages. Rahul joined the Global Rates team at GAM in 2010. Prior to joining GAM, he worked as a fund analyst at Tarchon Capital Management. Rahul holds an MA in Economics from the University of Cambridge and is a CAIA Charter holder. He is based in London.
Scott Watson
Portfolio Manager
Global Rates
Scott Watson is a Portfolio Manager on the Global Rates strategy at Investcorp-Tages. Scott joined the Global Rates team in 2010 having been at GAM since 2006. He has a background in trading and execution. Scott holds a BA (Hons) in Business Management from the University of Hull. He is based in London.