Switch from Vola Funds to Bonds Now? Both are possible!

Should investors now switch from vola to bond strategies due to the rise in interest rates? According to Tom Pansegrau of alternatives specialist 7orca Asset Management, both strategies can actually be combined well. The video is available in Germany

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Speaker

Tom Pansegrau, CFA

Deputy Head of Portfolio Management

Tom Pansegrau is responsible for the management of 7orca's volatility strategies and the development of risk premium strategies. He has more than 10 years of professional experience in quantitative asset management and has worked for Robeco, Metzler and Berenberg, among others. Previously, he managed options-based investment solutions at Berenberg as Head of Liquid Alternatives. Tom Pansegrau holds a Master in Finance (Financial Engineering, M.Sc.) from the University of Lausanne and is a CFA Charterholder.

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Disclaimer

The investment strategy presented in this document is aimed exclusively at professional clients within the meaning of the German Securities Trading Act (WpHG) and can only be implemented for these clients (typically in a fund structure). All assumptions, forecasts and information are based on the standardised design of the 7orca Vega Return Strategy, which was implemented at average market costs.

Further information on this standard investment process can be found in the generic RfP, which is available on request from 7orca Asset Management AG. Due to the different investor needs and situations and the resulting specific pricing, further individual costs for management and custody are not taken into account. However, 7orca Asset Management AG will be happy to provide you with a specific offer that takes into account your individual needs and conditions. Past performance is not a reliable indicator of future results. All information in this document has been compiled to the best of our knowledge and belief on the basis of the data available to us. However, no liability under civil law can be assumed in this respect. References to specific financial instruments are purely exemplary and are in no way to be understood as a recommendation in the sense of investment advice. A publication of 7ora Asset Management AG.

Disclaimer

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