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Quarterly Strategy R-co Valor & R-co Valor Balanced
The first quarter of 2026 was marked by a sudden shift in market sentiment. After a start to the year favouring risky assets, March saw the markets shift towards a new environment.
Fixed Income Quarterly Strategy
In an environment shaped by an energy shock and a reassessment of monetary policy expectations, interest rate markets experienced a significant correction. Credit overall remained resilient, reinforcing the importance of selectivity.
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Driven in particular by the energy transition, interest in the mining sector—and more specifically in strategic metals—has grown significantly in recent years.
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After several years marked by significant rate volatility, the environment is becoming more readable. However, while inflation has stabilized, certain external factors could influence the monetary trajectory.
Vierteljährliche Strategie R-co Valor & R-co Valor Balanced
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Is flexibility the key to success in Fixed Income markets?
With yields tightening on the fixed income markets, where can opportunities be found and how can they be seized when they arise?