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