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Our income strategy proving to be a core bond staple within a diversified portfolio.
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.
Enhanced & sustained income
The strategy aims at providing you with a steady yield so you can plan ahead.
Investment-grade portfolio profile
Only the highest-quality issuers are selected.
Multi-sector strategy
The portfolio managers leverage on the best of a broad range of sectors for their bond 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."
The Global & Absolute Return Fixed Income team combines extensive experience with in-depth expertise across fixed income markets.
Contact us to find out more on how we can work together on your goals in the best possible way.
Key facts and figures
21.10.2025
Despite headlines of fiscal risks and political unrest, Colombia, Chile, and Peru are defying expectations with their appreciating currencies, credible policies, and strong economic fundamentals.
23.09.2025
Just as tectonic plate movements can trigger earthquakes and reshape landscapes, financial tectonics shifts are being driven by three forces that are compelling investors to rethink their approach to bond markets: the fragmentation of the global economy, fiscal indiscipline, and the tsunami of passive investing.
27.03.2025
With inflation and interest rates pushing up rather than down and fast-changing policies and scenarios in the US, UBP’s fixed-income experts explore how investors can put together a flexible and resilient bond portfolio in an approach favouring the long term.
18.02.2025
The year started with volatility in rates, as the 10-year Treasury yield oscillates amid shifting market dynamics.
17.12.2024
In this podcast, our expert Mohammed Kazmi, Senior Portfolio Manager & Chief Strategist for Fixed Income, shares insights into the anticipated landscape for interest rates and credit markets in 2025.
24.09.2024
The positive view towards fixed income is best expressed through the higher-income segments of the market given robust nominal GDP growth and elevated all-in yields that are still in excess of the historical returns of global equities.
