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+1(510) 927-4910
Info@fieldia.com
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699-651 Montgomery St, San Francisco,
CA 94111, USA
FIXED INCOME
Our fixed income capabilities span all publicly traded sectors. We seek to combine top-down and bottom-up inputs to identify and exploit fixed income market inefficiencies around the world. Macroeconomic analysts and market strategists identify top-down structural and cyclical risks and opportunities, while our bottom-up, fundamental research draws on insights from fixed income, equity, commodity, and currency analysts. This broad and deep perspective, along with access to company management teams, can help us anticipate changes in issuers’ capital structures before they are priced into securities. Fixed income investments have the potential to generate income, mitigate downside risk, diversify a portfolio, and/or enhance returns. We offer approaches that target all of these objectives.
Why Fixed Products?
Fixed products are an important part of many investor's portfolios. Their opportunities for use are diverse and can help investors by:
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Acting as a hedge against market volatility and downside risk. Creating a low-risk safe haven for those investors with a low tolerance for risk.
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* Providing a method of portfolio diversification.
* Allowing for a guaranteed return for short-term savings.
* Delivering a means to preserve retirement assets once an investor reaches retirement age.
Fixed income annuities available through Fieldia
Unique Insight
One of the biggest retirement risks is outliving your savings. Fixed income annuities may help you to plan for the lifestyle you’ve worked hard to achieve, knowing that you will have a source of income that will last throughout retirement. With this guaranteed stream of income in retirement,2 you (and your spouse, if you choose a joint annuity) have the assurance of knowing that some of your income is secure. This may help you manage your retirement spending accordingly. Fixed income annuities available through Fieldia can be purchased for either immediate or future (deferred) retirement income, depending on your current life stage.
Global Intergrated Resources
With a dedicated team of professionals located across the globe and trading globally, we connect global expertise with deep local knowledge to align alpha opportunities and risk exposure.
Disciplined Investment Process
In our view, combining a top down and bottom up dynamic approach to exploit diversified sources of alpha is key to delivering consistent performance over time. Given our size we are nimble enough to add value via security selection, while still enjoying the ability to seek optimal execution in the markets.