Commentaries

September 2020 - Quality bonds keep on outperforming - Tactical Fund Manager's Comments

12 October 2020

Clement Perrette, Gilles Pradère

Despite the strong risk assets rally since the end of March 2020, high quality bonds sit comfortably in positive territory YTD. With additional fiscal and monetary stimulus in sight, there’s still room for upside, but higher selectivity and a focus on liquidity are needed.

EUR and USD Bond Indices
YTD Performance

Source: Bloomberg, RAM AI, as of 30.09.2020

 

Direct access per fund to our latest Fund Manager's Comments:  

Global Bond Total Return 

Asia Bond Total Return