Global Financials

The Global Financials strategy aims to produce positive absolute returns in all market environments through a flexible and unconstrained investment strategy. There is a strong emphasis on capital preservation and managing downside risk to provide investment returns over Euribor. Interest-rate risk is fully hedged as the starting position, providing protection to a rising rate environment, and currency risk is fully hedged. This is a diversified, flexible, and unconstrained absolute return strategy and the objective over the investment cycle is to maximize risk-adjusted absolute returns. The team invests across the capital structure from covered bonds to contingent capital. Their approach is based upon an in-depth knowledge of the individual credits and bond structures as well as the regulatory, economic, and political environment in which the institutions operate.

Strategy details

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