FIXED INCOME INVESTMENTS

FIXED INCOME INVESTMENTS

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Long-term investing in the fixed income portfolios at PAM focuses on global macroeconomic themes as well as local economic themes to build models that look to exploit structural risk-reward trends, term premium and credit spreads.

The process involves theme discovery, and PAM then proceeds to identify the theme-affected securities to effect portfolio construction at the expense of the unfavoured securities across the risk curve.