May 11, 2017

Fund Manager Chat: Global Strategic Bonds – Andrew Lake, Mirabaud Asset Management

by Jake Moeller.

Andrew Lake, fund manager of Mirabaud Global Strategic Bond Fund, talks about Mirabaud’s global fixed income capability and how he and his team are finding credit opportunities in a low-growth environment.

He outlines Mirabaud’s current portfolio positioning in a world affected by geopolitical events and interest rate differentials between the U.S. and Europe.

He also examines the impact of an extended credit cycle, some of the headwinds his portfolio has faced over the last year, and why investors should still consider seeking opportunities in the bond market despite historically low yields.

Andrew spoke with Jake Moeller, Head of Lipper U.K. & Ireland Research in London on May 8, 2017. 

About Andrew Lake 

Andrew Lake, Head of Fixed Income – Mirabaud AM. Photo courtesy – Mirabaud.

Andrew Lake, Head of Fixed Income, is the lead manager of Mirabaud Global High Yield Bond Fund and the co-lead manager of Mirabaud Global Strategic Bond Fund; he also manages the team of five in charge of fixed income funds.

He has experience in the asset management industry since 1996. Prior to joining Mirabaud Asset Management in 2013, Andrew was Head of High Yield Portfolio Management at Aviva Investors.

He has managed high-yield funds at Merrill Lynch Investment Managerswhere he was responsible for high-yield funds in Londonand at F&C Investmentswhere he co-managed the institutional high-yield product. He also managed investment-grade debt funds at IBJ Asset Management.

Andrew has a history degree from the University of York and an MBA from the Booth School of Business at the University of Chicago; he is a qualified barrister.

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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.

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