chinazh
总体固定收益

总体固定收益

采用逆向投资风格的基本型托管式固定收益策略

要点:

  • 投资组合经理能够灵活利用全球固定收益领域的机会
  • 选择国家和发行方时,采用融合环境、社会责任和公司治理(ESG)的方法
  • 我们的投资主题和观点以研究为基础

投资理念

债券市场效率不高。我们采取反向方法,围绕价值进行操作,有能力采用正确的流程在市场周期中识别和利用这些低效率行为带来的机会。

固定收益市场由于各种因素而细分,包括投资者类型不同、组织固化等造成的委托管理限制。这可能导致不同细分之间关系出现错配及变动。我们灵活的策略可以从各种机会中做出选择,并在地区和资产类别方面跨越大量人为因素市场壁垒。

关注官方微信
QR code Wechat

投资过程

此策略的投资过程包括四个步骤。

第1步:季度展望。我们观察利率和信贷息差周期,收集基本信息,分析主要经济体,并在周期背景下进行衡量。

第2步:构建和优化投资组合。我们在周期框架中讨论并确定不同的固定收益细分。这为固定收益资产配置策略奠定了基础。

第3步:风险管理。我们持续管理整体投资组合风险。

第4步:实施。为了达成投资组合的实施目标,我们久经考验的投资组合设计管理方法和交易团队为投资组合经理提供支持,帮助他们关注新机会。

联系我们

如果您想了解更多关于此策略的详情,请联系我们。

联系方式
Subjects related to this strategy are:

其他

Logo

Disclaimer

The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).

The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view the products that are available in your country.

Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.

Please confirm that you are a professional investor and/or institutional investor and that you have read, understood and accept the terms of use for this website.

I Disagree