Asset Allocation and Sovereign Debt

Our expertise

A dedicated team of specialists

A dedicated team of specialists

The Edmond de Rothschild Group combines its abilities in macroeconomic analysis, by covering a wide range of asset classes within the Asset Allocation and Sovereign Debt division. This division creates very strong synergies, interacting with all the management teams.

Our fund center

The Fund Center provides extensive information about the ranges of Edmond de Rothschild Group funds:

  • Investment objectives
  • Performance data
  • Documents


Our philosophy

Complementary expertise

The overall top-down approach taken by the Group enables an in-depth understanding of the mechanisms of the global economy. In particular, it allows flexible and tactical management of core and emerging sovereign bonds and builds diversified portfolios with high added value.

top-down analysis 

Our approach

  • A macroeconomic vision, multiple tools

    ​In asset allocation, the Edmond de Rothschild Group follows a fundamental top-down approach. Understanding global macroeconomic developments allows the teams to anticipate monetary policy, interest rate movements and capital flows. These analyses result in active management on sovereign debts and the relative allocation of different asset classes.

  • A team of complementary specialists

    ​The management team is made up of 9 specialist managers with complementary skills and knowledge. Each one is responsible for the analysis and monitoring of a given market segment. The team uses a varied range of instruments (direct securities, funds and derivative products), allowing it to be reactive and flexible in the face of market fluctuations.