2025 Marketing & Communication Strategy

FIXED INCOME

R-co Conviction High Yield SD Euro – Key points

Idiosyncratic risk is being repriced across a few stories ( SES, EutelSat, MantenCoop)

Investment team

No ETF products are available to replicate the SD market

Diversification is the best way to navigate in this negative convexity environment

Kristell Agaësse Head of High Yield and Convertibles Management

Dispersion is low at bonds level reducing the opportunity set for spread compression & alpha generation

At the Index CDS level, dispersion is high which brings opportunities at the tranche level (high default correlation)

Michael Longeard High Yield fund manager

Samuel Gruen Fixed Income Manager

Underweight Hybrids Corp (TCom, Utilities), Banks (esp. Tier2) and challenging refinancings (Maxeda, Victoria, Graanul, Auchan..).

Our WAL under 1 year. [max 3 years] We will reinvest maturing bonds progressively to benefit from higher rates/wider spreads.

Public

1 – Yield to Worst, or YTW, is the worst return a bond can earn without the issuer defaulting. The YTW allows the investor to know the highest maximum risk of a bond. The YTW is then used to calculate whether it is worthwhile to take a position in a particular bond. not be held liable for the information contained in this document and in particular for any decision taken on the basis of this information.. Source: Rothschild & Co Asset Management – 31/12/2024

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