This move strengthens the strategic relationship between March AM and Inversis, which has acted as depositary for all the asset manager’s funds and SICAVs in Spain since July 2025.
The entity highlights the resilience of the European economy, supported by coordinated fiscal policies, a stable monetary environment and solid corporate balance sheets, compared to a US economy that is showing signs of fatigue.
With this recognition, the entity ranks among Spain's leading companies in terms of human capital, underscoring the strategic value it places on the experience and development of its professionals.
The entity transfers its international fixed income settlement and custody service to Euroclear Bank, marking an important strategic milestone in the entity's international activity.
General underweight in fixed income with an European bias. Reduced exposure to US sovereign debt and US investment grade due to doubts about its credit and volatility in interest rates. In equities, European equities and defensive sectors.
Banca March has shown unwavering support for Inversis’ growth over the past 10 years, in line with the Group’s investment philosophy, which not only aims to grow the companies under its management, but also insists on the most stringent standards of good governance.
2025 is shaping up to be a favourable year for all asset classes. In fixed income, the yield curve is normalizing, and 10-year bond returns are making a comeback, with a preference for high-quality European credit. In equities, the focus remains on U.S. stock markets and key sectors such as technology, healthcare, and defense.
The Luxembourg branch will play a key role in Inversis’ global strategy, allowing it to expand the range of services provided to institutional clients through its Spanish offices out of Luxembourg, and acting as a business hub for its international clients.