2025 Marketing & Communication Strategy

FIXED INCOME

Swap spread shows smaller appetite for government bonds

But country spreads remain in compression outside of France

Spread vs. Germany 10y

5y EUR swap spread (bps)

110

220

100

200

90

180

80

160

70

140

60

120

50

100

40

80

30

60

40

20

20

10

0

0

01-23 04-23 07-23 10-23 01-24 04-24 07-24 10-24

2019

2020

2021

2022

2023

2024

France

Spain

Italy

Public Sources : Rothschild & Co Asset Management, Bloomberg – 31/12/2024 This presentation contains historical market data. Historical market trends are not a reliable indicator of future market behavior. This data is provided for illustrative purposes only. Depending on the date of issue, the information presented may differ from the updated data

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