Fixed Income
actively managed fixed income asset
At Solventis we are committed to quality and rigorous analysis of each issuer to identify opportunities that generate real value, maintaining active management adapted to each market environment.
OUR FIXED INCOME PHILOSOPHY
WE PRIORITIZE SOLID INVESTMENTS,
WELL STRUCTURED AND WITH AN ATTRACTIVE RISK-RETURN RATIO
We build portfolios to protect wealth and deliver consistent long-term results.
Analysis
comprehensive
A combination of comprehensive analysis of each issuer with active management, allowing for rapid adaptation to market changes.
Selective Investment
Prioritizing solid, well-structured investments with an attractive risk-return ratio
Wallets
Robust
Building portfolios designed to protect wealth and deliver consistent long-term returns
We explain our work process so you know what to expect when investing in a fixed income fund.
Macroeconomic and market analysis
We assess the global environment of interest rates, inflation, and monetary policy of major central banks to identify the phase of the economic cycle. Based on this analysis, we define our positioning in terms of duration and across different segments of the yield curve.
We also analyze credit spreads by geography, currency, and sector with the aim of identifying relative value opportunities between markets.
Issuer selection and credit analysis
We conduct a thorough fundamental analysis of issuers, prioritizing those with strong repayment capacity, predictable cash generation, and sustainable leverage levels.
We thoroughly evaluate the structure of bond issuances, always seeking a risk premium appropriate to the credit profile. Only issuers that meet our quality and risk criteria are eligible for the portfolio.
Construction and
portfolio management
The portfolio is constructed and actively managed based on the macroeconomic environment. We adjust duration in anticipation of interest rate movements and diversify across issuers, sectors, and geographies to optimize risk-adjusted returns.
We continuously monitor market, credit, and liquidity risks, reviewing positions and adapting the portfolio when conditions change.
We assess the global environment of interest rates, inflation, and monetary policy of major central banks to identify the phase of the economic cycle. Based on this analysis, we define our positioning in terms of duration and across different segments of the yield curve.
We also analyze credit spreads by geography, currency, and sector with the aim of identifying relative value opportunities between markets.
We conduct a thorough fundamental analysis of issuers, prioritizing those with strong repayment capacity, predictable cash generation, and sustainable leverage levels.
We thoroughly evaluate the structure of bond issuances, always seeking a risk premium appropriate to the credit profile. Only issuers that meet our quality and risk criteria are eligible for the portfolio.
The portfolio is constructed and actively managed based on the macroeconomic environment. We adjust duration in anticipation of interest rate movements and diversify across issuers, sectors, and geographies to optimize risk-adjusted returns.
We continuously monitor market, credit, and liquidity risks, reviewing positions and adapting the portfolio when conditions change.
OUR investment funds
fixed income
other types of funds
Explore other Solventis investment funds.
MIXED FUNDS
They seek to make the most of all available resources in the market to maximize the risk-reward ratio.
With a “top-down” approach.
EQUITY FUNDS
Solventis' investment philosophy is distinguished by a rigorous bottom-up fundamental analysis process, where asset selection is focused individually on the intrinsic quality of the company.
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Differences in fund classes with currency hedges
FEDERAL SYSTEM
Your Questions, Answered
Clear answers to help you make informed financial decisions with confidence.
What is fixed income and how does it work?
Fixed income involves lending money to states or companies in exchange for periodic interest payments and the return of the principal on a specific date.
It brings stability to the portfolio, although it does not guarantee positive returns.
Can a fixed income fund incur losses?
Yes. Interest rate hikes, changes in the credit quality of issuers, or market movements can affect the fund's value and may result in losses.
For what type of investor is fixed income suitable?
This applies to everyone to a greater or lesser extent, but it should have more weight in the portfolios of investors seeking stability, capital preservation and income generation, either as a core or as a complement to the portfolio.
What is duration and why is it important?
Duration measures the fund's sensitivity to changes in interest rates and credit quality.
A longer duration implies a greater impact from interest rate movements; a shorter duration reduces volatility.