Fisch Asset Management AG,
T +41 44 284 24 24
info@fam.ch
We expect the tailwind for equity and credit markets to persist into 2025 for the time being, as the supply of liquidity remains intact, despite the quantitative tightening measures. Convertible bonds are particularly well positioned for next year, including for an increase in volatility, while strong company fundamentals provide solid support for corporate bond markets.