We don’t predict the future—we manage risk. Our focus is on identifying and determining to either embrace or mitigate key risks across global interest rates, foreign exchange rates, credit, and liquidity, using tactical hedging to protect portfolios and deliver consistent, strong risk-adjusted performance for our clients.
Agile’s macro thesis determines strategic and tactical positioning designed to efficiently capture proven credit risk premiums. Risk management is embedded throughout portfolio construction and monitoring process.
Active FX management in three ways: hedging positions to mitigate risk, using cross trades to enhance return potential, and leaving underlying positions unhedged to benefit from underlying security and currency return, depending on the market environment.
We take directional views on global interest rates. We do not overtrade duration and use financial futures to mitigate risk and provide liquidity.
We assess liquidity risk in both normal and distressed market environments, prioritizing cash bonds, larger credit deals and liquid EM government and credit bonds.
We aim to generate strong, consistent returns by investing in a diversified portfolio of global government bonds, corporate debt, and high-yield securities, including emerging markets. Our strategy incorporates currency management to mitigate risk and enhance value, while outsourcing non-investment tasks allows us to focus on optimizing portfolio performance.
Our process consists of 6 disciplined iterative steps.
At Agile, we are risk managers first and foremost. This approach begins with our risk conscious culture.
The investment team at Agile consists of award-winning investment professionals, with a combined 100 years of experience investing in global markets, many of whom have worked together successfully in the past. We've intentionally assembled this team to leverage distinct, complementary skills and perspectives, ensuring a comprehensive approach to navigating markets and delivering exceptional results for our clients.
Our take on the latest market trends, news, and everything in between.
