Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
Markets continue to be buffeted by high levels of volatility driven by shifting fears of recession and inflation. This roller coaster of a month resulted in very diverse financial market performance.
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
Langfristige Anleihen wieder im Aufwind - Jenna Barnard, Co -Head of Strategic Fixed Income, erläutert, weshalb der zyklische Prozess des Teams zur Verwaltung von Anleihenengagements einen Einbruch der Renditen von US-Staatsanleihen im Frühjahr signalisiert.
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
„Anleiheinvestoren, die sich Sorgen über Inflation und steigende Renditen machen, sollten lieber in kurzlaufende Anleihen investieren“, sagt Raymond Sagayam, Chief Investment Officer – Fixed Income bei Pictet Asset Management.
