News
News and information about our funds and market commentaries.
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Brian’s guide to sustainable investing
The Monty Python movie Life of Brian (1979) has a brilliant scene in which Brian reluctantly addresses a crowd of people believing he is the new Messiah:
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Monthly reports April 2022
Companies must now pay more in terms of credit spreads, while central banks are raising interest rates. This entails much more attractive yields for credit investors.
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Monthly reports March 2022
In March, the fund ended with a slight increase. The second part of the month was very strong, and the secondary market was very active.
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Financial markets and the economy in 2021
Good news, bad news and real news. In 2021, bouncing back from the depths of the pandemic, we got a lot of good news. But not good enough for the stimulative policies to be pulled back. We also got an indisputable reminder of what really drives financial market returns.
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Sustainability report 2021
One of our obligations as a Swan-labelled fixed income fund is to publish an annual report on the sustainability performance of the fund.
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Monthly reports February 2022
In February, political turmoil drove credit spreads apart. However, the quarterly reports released this month were generally strong.
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Monthly reports January 2022
Last year ended very strongly in the credit market. Therefore, a possible retreat in January was not entirely unexpected.
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Monthly reports December 2021
Pareto ESG Global Corporate Bond performed well in December. The fund has positioned itself with a slightly lower interest rate duration as we forecast and hope that the Federal Reserve will come through and raise short-term rates in the US.
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Monthly reports November 2021
The COVID-19 virus and its constant mutations stay with us like a bad habit. The latest development in November was that another severe variant, Omicron, has surfaced and spread. Many countries reintroduced limitations on travel. The markets reacted to the uncertainty with a sell-off of risk assets.
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Building our boat in voyage
Responsible, sustainable investment is a young field. Motives, perceptions, definitions and regulations are constantly changing. Just a few years ago, a lot was driven by idealism.