Bond investors currently need nerves of steel: persistently high inflationary pressure, rising yields and the Russia-Ukraine conflict have been weighing on the prices of fixed income securities since the beginning of the year. At the same time, the combination of high input costs and still-disrupted supply chains threatens to spoil companies’ quarterly results. In this publication, we examine the extent to which European banks are affected and demonstrate that it is well worth taking a closer look at bonds from banks.
Learn more about the attractiveness of European financial bonds and the strategy of Berenberg Credit Opportunities.
Author
Christian Bettinger
Christian Bettinger, CFA, has been with the company since June 2009. As fund manager of the mutual funds Berenberg Euro Bonds and Berenberg Credit Opportunities, he is responsible for the selection of corporate bonds in the Multi Asset area. After apprenticeship as a banker and studying business administration at the Catholic University of Eichstaett-Ingolstadt, he first went through the trainee program at Berenberg. In February 2010, the business graduate was taken over early as a junior fund manager with a focus on derivatives and fixed income. Bettinger is a CFA-Charterholder, Certified Financial Engineer (CFE) and admitted Eurex trader.
Suitable investment solution
Fixed Income
Opportunistic and benchmark-free corporate bond portfolio with a focus on steady coupon yields, flexible positioning, and a broad investment universe.