‘Bonds are back’ was the headline du jour in early 2023. Certainly, the era of TINA – There Is No Alternative – would appear to be over, and investors are looking beyond equities to include multiple asset classes in their thinking – not least fixed income.

But which types of fixed income are popular now? How might that change depending on what central banks decide to do with interest rates? And what about the diversification possibilities of private assets and other alternatives like infrastructure and real estate? It’s a complicated area, requiring genuine expertise.

Likewise, sustainable and impact investing has become such a politicised, divisive area of finance that experts are essential to navigate the regulatory and political landscape, while delivering sustainable value for investors.

In this series of insights, you can glean just some of the themes tackled by our Expert Collective at our inaugural Thought Leadership Summit in Paris.

Inflation volatility

François Collet, Deputy CIO at DNCA, analyses the impact of inflation and why active management is more relevant than ever.

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Our Experts

Philippe Berthelot

Philippe Berthelot CFA

CIO Credit & Money Markets
Ostrum AM
François Collet

François Collet

Deputy CIO
DNCA
Frédéric Nadal

Frédéric Nadal

CEO
MV Credit
Soliane Varlet

Soliane Varlet

Portfolio Manager
Mirova
Rob Wilkinson

Rob Wilkinson

CEO, Europe
AEW

Gwenola Chambon

Gwenola Chambon

CEO, Founding Partner
Vauban Infrastructure Partners
Lea Dunand-Chatelet

Lea Dunand-Chatelet

Portfolio Manager & Head of Responsible Investment
DNCA
Karen Kharmandarian

Karen Kharmandarian

CIO, Co-Manager AI & Robotics Strategy
Thematics AM
Elaine Stokes

Elaine Stokes

EVP, Portfolio Manager & Co-Head of Full Discretion team
Loomis Sayles
Nathalie Wallace

Nathalie Wallace

Global Head of Sustainable Investing
Natixis IM

Diverse minds fuel insightful ideas. And ideas mean opportunities.

Discover our Expert Collective