Fixed Income Management
Fixed Income Management
Our commitment to a philosophy that fixed income assets should produce higher returns with lower volatility distinguishes Barrow Hanley from other fixed income competitors. Our mission is to manage assets in a manner that maintains the integrity of the client's asset mix, while avoiding risks and volatility. Our disciplined investment process places an emphasis on qualitative security analysis, complemented by quantitative tools and risk-control measures that enhance our team's ability to convert yield into a total return advantage, regardless of the direction of interest rates.
Our fixed income investment philosophy and process have a history of producing superior returns and lower volatility of return across all market strategies. The proven stability of this research-driven process has led to a distinguished record of success in credit analysis that gives us a distinct competitive advantage relative to our peers.
Barrow Hanley is dedicated to customizing investment strategies designed to meet the specific goals and objectives of our institutional clients. Customized service is a hallmark of Barrow Hanley's client communication.
Liability Driven Investing
BHMS' LDI solution offers institutional investors with long duration liabilities an investment strategy for effective liability matching in the fixed income market. The BHMS LDI strategy provides plan sponsors with an effective, yet conservative strategy, using "cash bonds" to hedge interest-rate risk in defined benefit plans, thus avoiding the assumption of the additional risks associated with the use of futures, options, and other derivative-based strategies.
With more than 20 years of experience, the BHMS fixed income group has one of the longest track records of active management in the long duration segment of the market. We offer the following long duration strategies: Long Credit, Long Government/Credit, and Extended Duration Fixed Income.
Fixed Income Products
- Core Fixed Income
- Core Plus Fixed Income
- Intermediate Fixed Income
- Short Maturity Fixed Income
- Investment Grade Credit Fixed Income
- Intermediate Credit Fixed Income
- Long Credit Fixed Income
- Long Government/Credit Fixed Income
- Extended Duration Fixed Income
- High Yield Fixed Income
- Balanced Management
Does Value Work in Emerging Markets?
Evidence for Value Investing in Emerging Markets