A bright future for most bonds… but not all!

Eric Vanraes provides insight on his assessment of the major influencers of fixed income markets today – macro data, central banks, equity markets, flows and rating agencies and how he reflects these in his three step investment process:

Nachrichten
Webinar
VIDEO
7 Jul 2020

Eric Vanraes provides insight on his assessment of the major influencers of fixed income markets today – macro data, central banks, equity markets, flows and rating agencies and how he reflects these in his three step investment process:

  1. Top-down analysis seeking to identify the optimal allocation between two types of risk, pure duration and credit risk;
  2. The allocation between these two risk categories, considering nominal and real yields, with credit risk introduced through different markets;
  3. Bottom-up analysis: bond picking based on in-depth credit analysis to establish the portfolio.

Eric believes that a fixed income portfolio should consist of high quality and liquidity issues, with a low correlation to equities.

Fund Presentation

Eric Sturdza Investments - Strategic Bond Opportunities Fund Presentation - March 2020

Download the Strategic Bond Opportunities Fund presentation.

For further information about the Strategic Bond Opportunities Fund or our fund range, please contact:

Adam TurbervilleAdam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com

Recording from Citywire Asia’s Virtual Investment Forum held on 4th June 2020

 

DISCLAIMER

For Professional Investors Only.

The views and statements contained herein are those of Banque Eric Sturdza SA in their capacity as Investment Adviser to the Strategic Bond Opportunities Fund as of 04/06/2020 and are based on internal research and modelling. This does not constitute independent research and under no circumstances should the information contained therein be used as a recommendation to buy or sell any security or financial instrument or service or to pursue any investment product or strategy or otherwise engage in any investment activity or as an expression of an opinion as to the present or future value of any security or financial instrument. Nothing contained in the views and statements by Banque Eric Sturdza SA are intended to constitute legal, tax, securities or investment advice. The views and statements contain “forward-looking statements”. All projections, forecasts or related statements or expressions of opinion are forward-looking statements. Although Banque Eric Sturdza SA believes that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct, and such forward-looking statements should not be regarded as a guarantee, prediction or definitive statement of fact or probability.

Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results.

This communication is issued in Guernsey by E.I. Sturdza Strategic Management Limited which is regulated by the Guernsey Financial Services Commission. E.I. Sturdza Funds plc and its sub-funds are Irish funds authorised by the Central Bank of Ireland. The funds are approved for distribution in Switzerland by FINMA. The Swiss representative and paying agent is Banque Eric Sturdza SA, rue du Rhône 112, 1204 Geneva, Switzerland. The prospectus, KIIDs, Articles of association, semi-annual and annual reports of E.I. Sturdza Funds Plc can be obtained, free of charges, at the Swiss representative head office. The funds are also approved for distribution in the United Kingdom. This content is approved for issue in the United Kingdom to professional investors by E.I. Sturdza Investments Limited, Claridge House, 32 Davies Street, London, W1K 4ND which is an appointed representative of Mirabella Advisers LLP which is authorised and regulated by the Financial Conduct Authority. The information contained herein is estimated, unaudited and may be subject to change. This content is intended for information purposes only and is not intended as an offer or recommendation to buy, sell, or otherwise apply for shares in the funds.

Please click on Disclaimer Page to view full disclaimers.