Markets ignore the war

Economic divergence is widening — but rates haven't moved yet. DNCA CIO, Francois Collet explains why that gap signals opportunity, where he sees it, and what he thinks markets are getting wrong.

In a rising rates environment, a 'carry' strategy is a way to lock in attractive yields.

DNCA’s CIO, Francois Collet, explains why global asset allocation is now more difficult, and how fixed income can help.