Multi-Asset & Overlay, our strategies.


A fundamental top-down approach, combined with rigorous risk management, offering a wide range of investment solutions and generating optimal risk-adjusted returns.
Wine cellars of Château de Malengin, Montagne Saint-Emilion

Our
strategies

UI5A5554 UI5A5554
Vat, Château Clarke, Listrac-Médoc

Our Multi-Asset & Overlay strategies allow clients to benefit from the advantages and opportunities of a wide range of asset classes and market instruments.

Edmond de Rothschild draws on proved expertise across the main asset classes, and its capacity to use hedging tools, to offer client-specific investment solutions.

Driving capital growth
Building capital with a multi-asset strategy combining the key features and advantages of several asset classes.

Flexible investment across the fixed income universe
Placing bond allocation & selection in the hands of specialists, to benefit from a flexible approach across all market segments. 

Equity risk management
We seek to weather various equity market configurations, capturing upsides with an active overlay to reduce drawdowns and hedge tail risks.

Managing specific market-related risks
Classic active-overlay strategies that integrate hedging tools to protect your portfolio.

Latest 
Multi-Asset & Overlay insights

Letter from the CIO AM : US assets call for further caution

Market insights

Letter from the CIO AM : US assets call for further caution

04/06/2025

The US administration is pushing the idea that the protectionist phase will end around the July 4th celebrations and that it will then focus on a programme of tax cuts and deregulation, which investors seem to believe in. The draft budget being drawn up in Congress does indeed raise hopes of a net fiscal stimulus of around 1% of GDP.

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EdR Fund Bond Allocation: A flexible approach amidst contrasting market dynamics

Thematic and product insights

EdR Fund Bond Allocation: A flexible approach amidst contrasting market dynamics

20/05/2025

Depuis le début de l’année, les marchés obligataires évoluent dans un environnement macroéconomique mouvant, marqué par des signaux contradictoires entre les grandes zones économiques. Alors que la Chine était confrontée aux mesures protectionnistes américaines, avec en toile de fond un ralentissement de l’activité économique, l’économie américaine, longtemps perçue comme résiliente, commence à montrer des signes d’essoufflement. Les craintes d’une récession outre-Atlantique se renforcent, alimentées par la perspective d’une baisse de la consommation et une résurgence de l’inflation. 
Les investisseurs doivent ainsi composer avec des dynamiques divergentes et une visibilité limitée sur les trajectoires des taux d’intérêt aux Etats-Unis, rendant, selon nous, les stratégies obligataires flexibles plus pertinentes que jamais.

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Letter from the CIO AM : Has the elephant smashed the China?

Market insights,

Letter from the CIO AM : Has the elephant smashed the China?

07/05/2025

So far this year, market performances have been essentially driven by political factors. Although the S&P500 index is now returning to its pre-Liberation Day levels, all indicators suggest that CEO and consumer confidence has dived since Trump’s announcements. The market rebound seems fuelled by a notion conveyed by the Trump administration that from July 4th, the government would turn the page on protectionism and switch to its tax cut and deregulation programmes

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EdR Fund Big Data and EdR Fund Bond Allocation awarded at the 2025 Mieux Vivre Votre Argent SICAV Awards

Awards,

EdR Fund Big Data and EdR Fund Bond Allocation awarded at the 2025 Mieux Vivre Votre Argent SICAV Awards

30/04/2025

Edmond de Rothschild Asset Management won two awards in the 2025 edition of the Grands Prix des Sicav de Mieux Vivre Votre Argent. The awards list evaluates more than 1,600 funds available to savers and each year rewards the funds with the best performance over the last five years and over a five-year average.

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