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Fixed income

An LDI playbook for 2025

February 13, 2025 - 9 min

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Keeping up with the old normal
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.
How DNCA turned a black swan around
Fixed income
How DNCA turned a black swan around
The DNCA Alpha Bonds strategy fell sharply at the start of Covid, but they managed to swiftly turn performance around.
Complex US picture helps the case for European bonds
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Fixed income
Complex US picture helps the case for European bonds
DNCA’s Paul Lentz discusses inflation, de-dollerisation and the attraction of European bonds.