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投资级信用债

投资级信用债

通过深入基础债券研究,提供逆向投资解决方案

要点:

  • 通过深入研究和逆向构建投资组合,实现持续的超额回报
  • 研究过程包括自上而下的市场观点和自下而上的发行人选择方法
  • 可持续发展研究是发行人选择的重要组成部分,可以更准确评估下行风险

投资理念

债券市场经常出现配置错误情况,典型的基准思维和投资机构的偏见,意味着一些投资机会的疏忽。我们相信,通过将深度基本面分析及环境、社会责任及公司治理(ESG)因子研究分析,配合以逆向投资思维构建投资组合,再辅以严格的风险监控,我们将可有效发掘和捕捉市场在估值、风险及回报方面出现失效时所带来的投资机会。

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投资过程

本策略不但投资于已发达市场的投资级公司债券,而且挖掘其他市场类别的投资机会,例如“坠落天使”(被降级至投资级别以下)与“后起之秀”(升级至投资级别)的债券以及新兴市场信用债等。研究过程包括从上而下的市场展望,以评估债券吸引力和在短期推动债券市场的因素,再结合发行人精挑细选的操作,从而构建广泛分散型投资组合。我们认为,避免选择输家往往比选对赢家更重要。

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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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