- United States of America - The perspectives of the Amundi Smith Breeden investment team in a Trump World
United States of America - The perspectives of the Amundi Smith Breeden investment team in a Trump World
Friday 27 January 2017
Silvia Bocchiotti interviewed Dan Adler, Director of the Investment Management Group and Senior Portfolio Manager at Amundi Smith Breeden, on his perspectives for Fixed Income products in a post Trump world.
Analysing the Exposure of Low-volatility Equity Strategies to Interest Rates
At the dawn of a potential rise in rates triggered by Central Banks in both Europe and the United States, doubts are being raised about the ability of low-volatility portfolios to continue to deliver robust performance.
CHINA: 19th party congress and beyond
"China’s economy appears to be more resilient than it was and the coming slowdown looks likely to be moderate."
The Bank of England raises rates: Bearish for the pound
The latest data indicate that the market is only slightly short GBP and we think that this view is too optimistic.