March 26, 2024
-
4 min
Where next for fixed income?
Bertrand Rocher, co-head of fixed income at Mirova, discusses why he believes markets have over anticipated the central banks’ appetite for rate cuts and the differences between Europe and the US.
Subscribe to our newsletter
Sign up to receive all the latest insights
The provision of this material and/or reference to specific securities, sectors, or markets within this material does not constitute investment advice, or a recommendation or an offer to buy or to sell any security, or an offer of any regulated financial activity. Investors should consider the investment objectives, risks and expenses of any investment carefully before investing. The analyses, opinions, and certain of the investment themes and processes referenced herein represent the views of the portfolio manager(s) as of the date indicated. These, as well as the portfolio holdings and characteristics shown, are subject to change. There can be no assurance that developments will transpire as may be forecasted in this material. The analyses and opinions expressed by external third parties are independent and does not necessarily reflect those of Natixis Investment Managers. Past performance information presented is not indicative of future performance.
Related insights
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.
Fixed income
Keeping up with the old normal
We asked DNCA, Loomis Sayles, and Ostrum AM for their views on how investors should be thinking about fixed income.