6月 18, 2024
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2 min
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Euro credit: the sectors, and key risk, to watch
Luuk Cummins, portfolio manager at Loomis Sayles, shares his sector picks and outlook for the Euro credit market.
Hormuz dynamics: Inflation, growth and the fate of the dollar
DNCA CIO, Francois Collet, discusses whether the war in the Middle East will mean the end of the dollar’s reign.
Echoes: Will the Fed still deliver when market conditions shift?
For Gaëlle Malléjac, Global CIO at Ostrum Asset Management, the GFC ushered in central bank policies that have profoundly changed perceptions of risk for bond managers, while the aftershocks have evolved her approach to managing portfolios.