𝐅𝐢𝐱𝐞𝐝 𝐈𝐧𝐜𝐨𝐦𝐞 𝐢𝐬 𝐛𝐚𝐜𝐤 – 𝐛𝐮𝐭 𝐡𝐨𝐰 𝐝𝐨 𝐲𝐨𝐮 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐢𝐭 𝐟𝐨𝐫 𝟐𝟎𝟐𝟔?

In February we’re hosting a closed-door CIO roundtable in Zurich – a small group of around 6–8 CIOs and investment decision makers from Swiss EAMs and private banks for an off-the-record exchange.

Focus: fixed income positioning in 2026, across public and private markets, with a clear lens on risk, liquidity and portfolio construction under current market conditions.

Key discussion themes:
• The role of fixed income as a defensive asset in today’s environment
• Carry versus drawdown and refinancing risk in credit markets
• Liquidity versus illiquidity – where the premium is still justified
• Portfolio construction under real client constraints (mandates, liquidity, drawdown limits)

Format:
• Closed group (6–8 participants)
• No presentations, no slides
• Off-the-record, peer-level discussion

The session will be led and moderated by Nicola Mauri, CIO of Valeur Group.
Participation is by invitation only and we keep the group deliberately small to enable a candid discussion.

👉 If you are a CIO / IC member or responsible for fixed income at a Swiss EAM or private bank and this sounds relevant, feel free to reach out to me directly for details.