Eric Vanraes, portfolio manager of the E.I. Sturdza Funds plc – Strategic Bond Opportunities Fund, provides insight on his assessment of the major influencers of fixed income markets today – macro data, central banks, equity markets, flows and rating agencies and how he reflects these in his three step investment process:

1. Top-down analysis seeking to identify the optimal allocation between two types of risk, pure duration and credit risk;

2. The allocation between these two risk categories, considering nominal and real yields, with credit risk introduced through different markets;

3. Bottom-up analysis: bond picking based on in-depth credit analysis to establish the portfolio.

Eric believes that a fixed income portfolio should consist of high quality and liquidity issues, with a low correlation to equities.

Recording from Citywire Asia's Virtual Investment Forum – 4th June 2020

For further information about the Strategic Bond Opportunities Fund or our fund range, please contact:
Adam Turberville, Head of Marketing & Client Relations
+44 1481 722 322
info@ericsturdza.com
ericsturdza.com

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