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总体固定收益

总体固定收益

采用基本方式托管的动态灵活型全球固定收益策略

要点:

  • 非常灵活,能够利用全球固定收益领域的机会
  • 选择国家和发行方时,同时融合环境、社会责任和公司治理(ESG)的方法
  • 密切关注风险管理,从而限制了有限的资产减值幅度,并降低了波动性

投资理念

随着时间的推移,固定收益领域的各个板块在业绩方面存在相当大的差异;今年表现出色往往下一年就会落后。该策略的中心投资思想的前提是:基于全球固定收益市场和基准投资方式效率低下,这些巨大的业绩差异为动态投资者提供了机会。我们认为,按照一种灵活的、不受基准投资影响的方式在这些市场进行投资至关重要。

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投资过程

此策略的投资过程包括四个步骤。

第1步:分析。开展自上而下的全球宏观经济分析和市场主题研究,以及自下而上的国家和公司研究(其中包括ESG分析)。

第2步:跨资产固定收益策略选择。选择和久期定位、国家、收益率曲线和货币仓位以及发行方选择。

第3步:投资组合构建与风险管理。风险与回报分析和投资组合构建。

第4步:实施。有效执行交易。除了全球策略之外,我们还推出了相应的欧洲总体固定收益策略。

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。

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