2018 - 2nd Quarter Review

Asset classes came under pressure once again as trade tensions mounted in the second quarter
following the Trump- administration's announcement of further potential trade and investment tariffs. The FOMC hiked rates by 25bps in June to 1.75%-2.00% and the UST curve continued to flatten. Meanwhile, the renminbi suffered a 5% fall against the strong dollar.

Our Global Bond USD Composite (Gross) returned -0.92% in Q2.

Our Global Bond Euro Hedged Composite returned -1.93% in Euros in Q2.

Our Renminbi Bond Composite (Gross) returned -6.10% in USD for Q2.

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2018 - 1st Quarter Review

An uneasy quarter witnessed all number of indiscriminate asset class moves as ‘inflation hysteria’, talks of a US-China trade war and large UST issuance troubled markets. As such, our holdings largely sold-off alongside the UST curve which continued to flatten over the quarter.

Our Global Bond USD Composite (Gross) returned -2.17% in Q1.

Our Global Bond Euro Hedged Composite returned -3.05% in Euros in Q1

Our Renminbi Bond Composite (Gross) returned +1.8% in USD for Q1.

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2017 - 4th Quarter Review

Performance from our portfolios was positive over the year and the fourth quarter.

Our Global Bond USD Composite (Gross) returned +0.8% in Q4, bringing the 2017 performance to +8.4%.

Our Global Bond Euro Hedged Composite returned +0.3% in Euros in Q4, bringing the years performance up to +6.0%.

Our Renminbi Bond Composite (Gross) returned +3.1% for the quarter in USD, bringing the YTD USD performance to +18.3%.

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2017 - 3rd Quarter Review

Performance from our portfolios remained positive over the quarter as our investment strategy of higher quality names of a longer duration continued to outperform the relative benchmarks.

Our Global Bond USD Composite (Gross) returned +2.2% in Q3, bringing the YTD performance to +7.5%.

Our  Global  Bond  Euro  Hedged  Composite  returned  +1.5%  in  Euros  in  Q3,  bringing  the  YTD performance up to +5.7%.

Our Renminbi Bond Composite (Gross) returned +4.2% for the quarter, bringing the YTD performance to +14.8%.

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2017 - 2nd Quarter Review

Performance from our portfolios remained positive over the quarter as our investment strategy of higher quality names of a longer duration continued to outperform the relative benchmarks.

Our Global Bond USD Composite (Gross) returned +1.8% in Q2, bringing the YTD performance to +5.25%.

Our Global Bond Euro Hedged Composite returned +1.30% in Euros, bringing the YTD performance up to +4.09%.

Our Renminbi Bond Composite (Gross) returned +3.74% for the quarter, bringing the YTD performance to +10.17%.

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2017 - 1st Quarter Review

Performance from our portfolios remains very positive as our investment strategy of higher quality names of a longer duration continues to outperform the relative benchmarks.

Our Global Bond USD Composite (Gross) returned 3.69% for the first quarter of 2017.

Our Global Bond Euro Hedged Composite returned 2.76% in Euros during Q1.

Our Renminbi Bond Composite (Gross) returned 6.20% over the first quarter.

Full PDF

2016 - 3rd Quarter Review

Performance from our portfolios remains very positive as our investment strategy of higher quality names of a longer duration continues to outperform the relative benchmarks.

Our Global Bond USD Composite (Gross) returned +3.4% for Q3, bringing the YTD performance to 12.4%.

Our Global Bond Euro Hedged Composite returned +2.3%, bringing the YTD return to 11.0% in Euros.

Our Renminbi Bond Composite (Gross) returned +4.0% for the quarter bringing the YTD performance up to 13.3%.

Full PDF

2016 - 2nd Quarter Review

Performance from our portfolios remains very positive as our investment strategy of higher quality names of a longer duration continues to outperform the relative benchmarks.

Our Global Bond USD Composite (Gross) returned +3.7% for Q2, bringing the YTD performance to 8.4%.

Our Global Bond Euro Hedged Composite returned +4.0%, bringing the YTD return up to 8.5% in Euros.

Our Renminbi Bond Composite (Gross) returned +1.4% for the quarter bringing the YTD performance up to 9.0%.

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