Insights for professional investors
x
Insights for professional investors
After a decade of ultra-low rates and negative yields, inflation is suddenly on the rise. Uncertainty abounds – over the pace of monetary tightening in different countries, the persistence or otherwise of inflationary pressures, and the evolution of the Covid-19 pandemic. What are the options for bond investors? Watch the assessments from Pictet Asset Management and Santander Asset Management.
Note: The following information is for professional investors from Germany, Austria and Switzerland.
Jon Mawby will share the teams’ view on the importance of patience and positioning at this point in the credit cycle, inflation, the outlook for central bank tapering and the advantages of active credit allocation in portfolios now that government bonds no longer serve their traditional purpose.
Latin America is known to host some of the most important deposits of natural resources in the world. We, as investors, are responsible for tilting the industrial processes towards much cleaner and sustainable ways of utilising these. While corporate fundamentals are strong, this is the moment to engage on ESG-focused investments that can have a real and lasting impact.
Create your profile to get first-hand investment insights from international experts.
