Fixed Income quarterly webinars
Join us for our quarterly Fixed Income webinars as we explore evolving global markets and the geopolitical risks reshaping investment landscapes.
Global & Swiss Bonds
An active, yet risk-aware approach within the broadest investment universe.
How we can help you
The global fixed-income markets are diverse and behave differently depending on the market cycle.
The market prices do not reflect fundamentals at all times and offer relative-value opportunities. We focus on value generation in rates, credits and countries in a currency-neutral approach.
Our approach allocates capital according to risk budgets and avoids the most risky segments of the markets to achieve stable and consistent returns.
Our diversified global and Swiss strategies cover government, corporate, emerging market, and convertible bonds. When building portfolios, we focus on the dynamic management of interest rate, credit (focus on ratings between AAA and BBB) and country risks.
We deliver an approach based on proprietary analysis models and a team-oriented investment process.
Why partner with us?
Risk-aware
Active approach with a strong risk/reward focus.
Strong platform
Unique boutique setup with credit and emerging market specialists in direct reach.
Experience
A team of portfolio managers who all have over two decades of investment experience.
Our offering
Meet the team
Insights
Fixed Income Boutique
Fixed income at a political crossroads
Fixed income markets are pricing more than the path of interest rates: they are weighing growth, inflation, and governments’ capacity to manage rising debt. From US and Brazilian election uncertainty to Treasury supply and French bond market volatility, investors may want to consider balancing duration and credit risk while discerning headlines from fundamental change.
Fixed Income Boutique
Treasury yields are higher, but not unanchored
Are current rate levels justified by fundamentals and what are the implications for fixed income markets? In our view, higher rates are being driven by resilient nominal growth, fiscal pressures, and an energy shock, rather than a broad reacceleration in inflation.
Fixed Income Boutique
Selectivity matters: Finding value across developed-market bonds
Developed market fixed income continues to present what we believe are diverse opportunities across sectors. AI-related issuance is reshaping investment-grade credit markets, high-yield investors are navigating a rate-driven repricing with growing dispersion, and Swiss bonds remain a defensive anchor where stability and quality may prove more valuable than headline yield.
Fixed Income Boutique
Corporate Bond Outlook: Exploring New Territory
We are exploring new territory: the new Fed chair in the US and the implication on rates or the wave of new issues of hyperscalers and AI related debt financing. Meanwhile, corporate credit fundamentals are in good shape with a positive rating trend.
Fixed Income Boutique
Swiss franc corporate bonds: deserving investors’ attention now
Several trends in the Swiss franc corporate bond market in our view have made this asset class worthy of attention by investors seeking stable income at relatively low risk. We take a closer look at why we consider this asset class attractive now and explain why we believe it is crucial for investors to actively manage their portfolios.
Fixed Income Boutique
Fundamentals, technicals, and complacency are outweighing uncertainty
The reopening of the Strait of Hormuz has reduced inflation concerns. While tight credit spreads limit upside, fundamentals and technicals remain supportive of fixed income markets. We are modestly constructive but cautious, particularly on private credit, where complacency around liquidity risks appears underappreciated.
