In managing bond portfolios, Julius Baer employs an active investment style, requiring a systematic process and highly developed risk management.
With a view to outperforming the benchmark index on a sustained basis, we concentrate on the credit spread approach. This essentially dispenses with active currency and yield curve forecasts, and instead focuses on efficiently diversified, company-specific risks that are systematically rewarded by the market.
Portfolio optimisation
Portfolio optimisation in the fixed income sector (money market and bonds) means:
- Deliberate positioning in the home market
- Additional income from optimum combination of foreign currency bonds
- Exploiting additional earnings potential by focusing on credit spreads (active management with focus on sectors and individual borrowers)
Our offer in the fixed income sector
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1. Credit spread approach |
Broad array of products based on the credit spread approach for all risk categories for the regions of:
- Switzerland
- Europe
- USA
- Global
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2. Special themes |
- Emerging market bonds
- High yield bonds
- Fixed income structured instruments secured by debt securities (asset backed securities, ABS) and mortgages (mortgage-backed securities, MBS)
- Products geared toward achieving absolute returns
- Alternative investments
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