October 31, 2023
-
6 min
Subscribe to our newsletter
Sign up to receive all the latest insights
Related insights
Fixed income
Echoes: For bond investors, inflation is a disease worse than Covid
Francois Collet, PM and CIO at DNCA, reveals what it was like managing a bond portfolio through the height of the pandemic shutdowns, and how investors in fixed income should think about risk and the global macroeconomic environment in an era of unthinkable shocks.
Fixed income
Fiscal deficits are fixed income’s biggest risk
DNCA CIO, François Collet, discusses where he sees the greatest risks and opportunities in global fixed income right now.
Fixed income
2022 was a terrible year for fixed income, but not for DNCA Alpha Bonds
A look at how DNCA Alpha Bonds avoided fixed income’s year of horror.