AXA IM’s Nicolas Trindade: Why short duration makes sense for rate cuts
‘It’s going to be a very interesting second half of this year, the market had it easy over the first half’, says the bond fund manager
‘It’s going to be a very interesting second half of this year, the market had it easy over the first half’, says the bond fund manager
While global debt levels appear sustainable for the time being, they remain vulnerable to poor political management
Potential for broader political instability across Europe
‘It’s possible that asset allocations to France will be permanently reduced’, says Carmignac’s Frederic Leroux