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Commodity Trading Advisors are funds that seek to generate positive returns from the global equity, fixed-income, and currency markets.
One dynamic that looks likely to unfold is a transfer of return from private equity to credit as we start to see underperformance from private equity.
Andrew Lake, Head of Fixed Income at Mirabaud Asset Management, details his views on the fixed income markets and his outlook for 2023.
Luca Sibani, manager of the Eurizon Absolute Prudent fund, provides details of the fund’s investment strategy and outlook for this year.
Banks have also been benefiting from the current higher interest rate environment, as they are able to capture a higher net interest margin.
Value-biased products outperformed both benchmark indices and their peers last year.
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