Anaxis AM is pleased to invite you to its Live Webinar
Which bond allocation should investors favour in a stagflationary environment?
Anaxis Short Duration & Anaxis Income Advantage
Tuesday 10 october 2023 at 11:00 AM
Duration: 30 minutes
Registration: click here to register
or at info@anaxis-am.com
Jean-Julien Goettmann, Founding Partner of Anaxis AM, Thibault Destrés, Head of Fixed Income, and Maximilien Vedie, Portfolio Manager, will present Anaxis’ positioning for the end of 2023, in this stagflationary environment.
A stagflationary environment
Against a backdrop of persistent inflation, rising geopolitical tensions and sluggish growth, bond markets have regained their appeal thanks to attractive carry. After forty years of tightening, interest rates have risen sharply over the last two years, driven by central banks’ efforts to combat inflation. At the same time, credit spreads have widened as our economies have slowed.
Anaxis positioning for the end of 2023
Duration, credit risk, sector and geographical allocation are all parameters on which bond investment can vary. We will explain the positioning that Anaxis is favouring as we approach the end of 2023, in particular through our flagship funds, Anaxis Short Duration and Anaxis Income Advantage.
