19.11.2025
UBP's strategic income strategy: a smarter way to invest
Tune in to our latest podcast to explore how UBP’s Strategic Income strategy is redefining fixed income investing in today’s evolving market landscape.
Strategic Income: a diversified investment strategy
Our income strategy proving to be a core bond staple within a diversified portfolio.
Why income strategies are essential in today’s market: insights from UBP experts
Explore the key insights behind a strategic income approach in this video discussion. Alisdair Bell, Managing Director and Senior Sales at UBP, is joined by Mohammed Kazmi, Chief Strategist and Senior Portfolio Manager, to discuss why income strategies are more relevant than ever in today’s market.
They delve into the strategy’s origins, objectives, and investment process, highlighting its potential to deliver enhanced yields within an investment-grade profile. Watch now to learn how this multi-sector approach can add value to a diversified portfolio.
Why the strategic income approach?
Enhanced & sustained income
A core bond allocation portfolio with an income-generation strategy
Investment-grade portfolio profile
Rigorous relative-value analysis and fundamental bottom-up assessment.
Multi-sector strategy
The portfolio managers leverage on the best of a broad range of sectors for their credit selection.
Frequently asked questions about UBP’s Strategic Income strategy
We conduct a fundamental analysis of issuers to evaluate their credit trajectory and pinpoint specific risks. This analysis is integrated with an assessment of the investment’s income potential, enabling us to target opportunities that deliver enhanced income while maintaining minimal default risk.
Yes, CLOs are a core area of expertise for the team. We invest in both US and European CLOs across the capital structure, putting together allocations that offer enhanced income with default protection.
Macroeconomic trends play a significant role in shaping the performance of fixed-income portfolios. For us, managing the portfolio’s exposure to these risks is of utmost importance. Interest rate sensitivity management is an integral part of this process. The strategy has the flexibility to operate within a duration range of 0 to 6 years.
"The concept of the strategy stems directly from discussions with investors. It is designed for and by UBP’s investors and tailored specifically to meet their needs."
Want to know more about what UBP’s Global & Absolute Return Fixed Income team can do for you?
The Global & Absolute Return Fixed Income team combines extensive experience with in-depth expertise across fixed income markets.
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