A data-driven approach to stable income in uncertain times – Chris Conway
In a volatile environment, consistent income and capital preservation are essential. That’s the philosophy behind the Barings Liquidity Investment Strategy (BLIS), a fund co-managed by Ashley Burtenshaw and Stephen Fleming, and backed by one of the world’s largest asset managers.
In this Fund in Focus, Burtenshaw outlines how BLIS targets “liquidity-seeking” investors – those who want daily access without compromising on portfolio quality.
While BLIS is relatively new to the wealth market, the underlying institutional strategy has been running since 2010. The team tracks more than 59,000 residential mortgage loans, applying a meticulous and data-rich process to assess credit risk, stress-test scenarios,…
