Bonds: Solving the "quality/liquidity/yield” conundrum

Presented by

Eric Vanraes, Fixed Income Portfolio Manager at EI Sturdza Investment Funds

About this talk

Focus: The current low yield environment and central bank policies that lead to a cruel dilemma - is it still possible to invest in bonds offering both decent yield and quality? Conclusion: It’s possible but predominantly in USD and we believe there are two types of solution, long US treasuries (30y and inflation-linked 30y) and hi-quality emerging markets.

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