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
French election
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Crisis point: Concerns grow over mounting government debt levels
While global debt levels appear sustainable for the time being, they remain vulnerable to poor political management
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What will the French election result mean for financial markets?
Potential for broader political instability across Europe
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French election: ‘Worst-case scenario’ avoided, but fresh uncertainty looms
‘It’s possible that asset allocations to France will be permanently reduced’, says Carmignac’s Frederic Leroux