Views & Convictions
Welcome to the first 2024 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 our fund managers. We invite you to explore the articles below and hope you find them informative as you read through them.
Is perfect landing possible in 2024 ? Very hard to say...
Central banks' monetary-policy pivot will be remembered as the highlight of 2023. Nevertheless, with the disinflationary cycle firmly established, concerns are arising about the speed and sustainability it can uphold without causing a significant economic disruption. Is a perfect landing possible in 2024? Emmanuel Petit, Managing Partner and Head of Fixed Income, shares his personal insights after a 2023 in which some of his credit strategies delivered their strongest performances on record.
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Valor 2024 Outlook
While 2023 was anticipated to be a recessionary year, we find ourselves still relatively distant from that scenario. As the year commenced, investors overwhelmingly embraced the 'Goldilocks' scenario, a perspective we consider rather optimistic. The question now arises: which asset class could emerge as the leader in 2024, and how should we position our portfolios for the new year? Yoann Ignatiew, Managing Partner & Fund Manager of R-co Valor, despite a prudent equity exposure, managed to achieve performance in 2023 in line with the fund's historical return since 1994. Discover how he accomplished this and his outlook for 2024 here:
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LongRun Swiss small & mid cap
In this brief interview, the portfolio managers of Rothschild & Co Swiss Small & Mid-Cap Strategy unveil their distinct investment philosophy towards Quality stocks and reveal what made their fund so successful in 2023, closing the year at +21.3%*. Read more here :
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Disclaimer
Source : Rothschild & Co Asset Management, 29/12/2023.
* Source : Rothschild & Co Bank AG , 29/12/ 2023.
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 information memorandum 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.
** *in CHF. Performance until 11 July 2023 is from the Swiss Small & Mid-Cap Conviction Certificate (ISIN CH0429814418) launched in Nov 2019, Fund CHF SD Class thereafter. Performance refers to the past and is not a reliable indicator of future performance.