Fixed Income Boutique
Based in Zurich and New York, the Fixed Income Boutique is an active manager aiming to capitalize on market trends and inefficiencies.
From volatility to value: the future of credit & where the opportunities are now webinar replay
Fixed Income Boutique
The webinar replay on "From volatility to value: the future of credit & where the opportunities are now" that took place on April 15 is now available.
Here are some of the questions and topics that were discussed during the live webinar:
- What rotations have we observed during the market sell-off and subsequent rebound?
- Which areas of the market have been most affected — are concerns justified or overblown in some sectors?
- What opportunities are emerging amid the volatility, and how can investors effectively access them?
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Fixed Income Quarterly : « Votre trop grande confiance en vous est votre faille. »
Insights apparentés
Fixed Income Boutique
Fixed Income Quarterly : « Votre trop grande confiance en vous est votre faille. »
Nous continuons à faire preuve d’un optimisme prudent à l’égard des bligations. Le risque de perte extrême étant élevé, notre confiance dans les marchés où les investisseurs se montrent « prompts au risque » est plutôt limitée. Ils réservent toutefois de bonnes opportunités d’alpha pour les investisseurs actifs et conscients des risques. La réplique de Luke Skywalker : « Votre trop grande confiance en vous est votre faille » s’appliquerait plutôt bien aux investisseurs qui essaieraient de prédire le prochain retournement macroéconomique majeur.
Fixed Income Boutique
Fixed income markets in 2025: Shifting terrain
Conditions are currently favorable across fixed income markets. But pockets of volatility and risk aversion will challenge even the most skilled investors. The silver lining? We expect risk-conscious, active investors can generate alpha opportunities in 2025 similar to those achieved this year.
Fixed Income Boutique
Fixed income steadies its footing
Find your footing amid ever-changing conditions with Vontobel’s new Fixed Income Quarterly. The launch edition finds our Fixed Income team feeling very balanced, very buoyant, and very bold. Read on to discover why.