Insights for professional investors
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Insights for professional investors
Central banks are still stuck between interest rates and inflation. However, the central banks, including ECB, seem to be nearing the end of the interest rate hike cycle. What does this environment mean for bond investors? Three investment experts look at the challenges and opportunities in today’s bond market, from Multi Credit, to European to Green Bonds.
Note: The following information is for institutional and professional investors from Austria, Germany, and Switzerland.
Stefan Waldenberger shares his insights on how Fixed income markets have been hit hard by rising interest rates in the last 18 months and how investors can benefit during this phase using a wide array of fixed-income risk premia including liquidity risk premiums.
Fabio Vanerio explains that despite uncertainty in global growth how valuation looks compelling, with spreads at reasonable levels and fundamentals remaining solid.
David Zahn highlights the importance of Green Bonds and discusses how we might be close to reaching peak policy rates in Europe, making this an attractive moment to start adding longer-duration securities such as sustainable bonds to investor portfolios.
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