Views & Convictions
Welcome to this new edition of the Rothschild & Co Asset Management Swiss newsletter. In this month's release, we are excited to share with you the latest insights and perspectives from two of our Managing Partners. We invite you to explore the articles below and hope you find them informative as you read through them.
Can Investment Grade still put your cash to work in 2024?
Emmanuel Petit, Managing Partner and Head of Fixed Income, offers insightful analysis on the current opportunities in the Investment Grade landscape. He notes that maturity funds continue to benefit from favorable conditions, with carry likely bolstering the performance of the IG segment in the coming year. Additionally, he stresses the resurgence of attractive yields for quality issuers, reflecting market confidence in their creditworthiness. Notably, the low probability of default over a five-year horizon further solidifies the appeal of this segment, providing reassurance to investors seeking stability and income generation. Read more here?:
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R-co Valor, a conviction story since 1994
In a couple of weeks, we will celebrate the 30th anniversary of our flagship fund, R-co Valor. At this occasion, Yoann Ignatiew, Managing Partner and Fund Manager, will be in Geneva and Zurich on the 20th and 21st of March. From the origins of the fund to the outlook for 2024, discover or rediscover 30 years of flexibility, passion, and performance across market cycles, and hear what made this strategy so successful over the last 3 decades. Join us to gain insights into Rothschild & Co's landmark fund, which currently has more than 4.4 billion Euros of assets*. Register via this link to the events : Speakers (eventscloud.com)
You can also find below Yoann Ignatiew perspectives for 2024 :
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Strong labour market could derail the disinflation trend…
Regional divergence remained significant at the end of 2023. Although the impacts of high interest rates and the withdrawal of fiscal support amid debt sustainability concerns are expected to weigh on growth in 2024, investors are keeping their sanguine outlook as they foresee fast interest rate cuts. Yet, resilient labour markets and renewed pressures on supply chains could require a tighter monetary policy stance than expected, upsetting investors’ high hopes. To find out more, read the latest macroeconomic analysis by our Chief Economist, Marc-Antoine Collard :
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Disclaimer
?Source : Rothschild & Co Asset Management, 29/02/2024.
*Share C class euro – SRI 4/7
Investing in any of the mentioned funds above involves risk, including loss of capital. To find out more about the risks associated with this fund, please refer to its prospectus, available on our website.
The Rothschild & Co Asset Management funds (hereinafter referred to as the "Funds") presented in this document are funds governed by French law; they are approved by the FINMA for distribution to non-qualified investors in or from Switzerland. This advertising commmunication is not an invitation to subscribe to any of the Funds described herein; it does not replace the Fund's prospectus and is provided for information purposes only. This presentation is not an advice or a recommendation to subscribe to any Fund. Subscriptions will only be received and units, shares or units issued on the basis of the current version of the prospectus of the relevant Fund as approved by the FINMA. Any information provided in this document is provided for information purposes only and has no contractual value. Past performance is not indicative of future performance(e). Furthermore, commissions charged on the issue and redemption of units, shares or units of the Fund concerned are not included(f). Rothschild & Co Asset Management does not guarantee in any way the evolution of performance and cannot be held responsible for any decision taken on the basis of the information contained in this document. Investing in one or more units, shares or stocks of a Fund is not without risk. Rothschild & Co Asset Management recommends that subscribers request additional information, in particular regarding the suitability of the Funds' characteristics for their needs, by calling either the Funds' Representative in Switzerland as indicated below, or their usual financial advisor, or Rothschild & Co Asset Management before making an investment decision. Rothschild & Co Bank AG (Zollikerstrasse 181 - CH-8034 Zurich - Switzerland) has obtained from the FINMA the authorisation to distribute the Funds to non-qualified investors in or from Switzerland; Rothschild & Co Bank AG is also appointed as representative (the "Representative") and paying agent in Switzerland. The Regulations or Articles of Association, the Prospectus, the Key Information Documents, the annual and semi-annual reports of the Fund for Switzerland can be obtained free of charge from the Representative in Switzerland. Investors should read the prospectus before subscribing to any units or shares of the Funds. Announcements to investors in Switzerland concerning Rothschild & Co Asset Management or the Funds will be published on the authoritative electronic platform www.fundinfo.com . Issue and redemption prices or net asset values with the mention "commissions excluded" will be published daily on the electronic platform www.fundinfo.com.
Rothschild & Co Asset Management , organized under the laws of France, registered with the Trade and Companies Register of Paris RCS Paris 824 540 173. A management company licensed by the Autorité des Marchés Financiers under N° GP 17000014, having its registered office 29, avenue de Messine, 75008 Paris, France.
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