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Axel Botte, strategist at Ostrum AM (Natixis IM), points out that the markets are entering the second quarter with a bang and that the new encouraging economic indicators have driven the recovery of risk. However, he warns about the lack of fiscal action that prevails in Europe.
Led by the United States and China, the global economy appears tobe set for a significant acceleration, write Guy Wagner, CIO at BLI – Banquede Luxembourg Investments, and his team, in their monthly analysis, ‘Highlights’.
Alessandro Viviani, Symphonia SGR Investment Advisory Manager of Symphonia SGR, explains how COVID-19 has impacted the financial advisory services and which change will continue to be implemented in the future.
Selecting those that will remain investment grade will be key for success in corporate bonds investing this year.
Daniel Dolan and Roger McEniry, portfolio managers of the OYSTER US Core Plus fund, share three pillars to navigate credit markets in 2021.
In his latest blog, Matthew Beesley, CIO at Artemis IM, walks through five of the main risks for markets in 2021.
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