Diverging global economies

Why traditional portfolio may no longer work

Inflation-linked bonds

How to manage risks in fixed-income investing

What people get wrong about fixed income

How does one navigate fixed-income markets amid geopolitical uncertainty, inflation and diverging global economies? And how should we manage risk, preserve our purchasing power and balance defensive positioning with opportunities in today’s market?

François Collet, chief investment officer of DNCA Finance explains how rising inflation has changed the traditional relationship between equities and bonds, and why active fixed-income management can offer opportunities beyond passive investing.

This episode is produced in partnership with DNCA Investments (an affiliate of Natixis Investment Managers).

Highlights:

01:53 Diverging global economies are impacting fixed-income markets

04:28 Why the traditional portfolio approach may no longer work

10:11 How inflation-linked bonds can offer protection

14:08 How to manage risks in fixed-income investing

15:45 What people get wrong about fixed income

More about:

DNCA Invest - Alpha Bonds fund

Disclaimer:

All investments involve risks including risk of loss. Past performance of the manager is not necessarily indicative of its future performance. The value of the units and the income accruing to units, if any, may fall or rise. Please read the prospectus available on www.im.natixis.com/en-sg carefully before investing. Investors should seek advice from a financial advisor before making any investment decision. Issued by Natixis Investment Managers Singapore Limited (Company Registration No. 199801044D). This advertisement and the above mentioned website have not been reviewed by the Monetary Authority of Singapore.

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Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. We’ll look into it for future episodes.

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Podcast written and presented by: Claressa Monteiro (claremb@sph.com.sg)

With François Collet, chief investment officer of DNCA Finance (an affiliate of Natixis Investment Managers)

Post-production: Claressa Monteiro & Chai Pei Chieh

Video production: Studio +65

A podcast by BT Podcasts, The Business Times, SPH Media

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Follow BT Podcasts:

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Apple Podcasts: bt.sg/pcAP

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Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

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Discover more BT podcast series:

BT Money Hacks at: bt.sg/btmoneyhacks

BT Correspondents at: bt.sg/btcobt

BT Market Focus at: bt.sg/btmktfocus

BT Lens On: bt.sg/btlenson

How does one navigate fixed-income markets amid geopolitical uncertainty, inflation and diverging global economies? And how should we manage risk, preserve our purchasing power and balance defensive positioning with opportunities in today&rsquo;s market?
Fran&ccedil;ois Collet, chief investment officer of DNCA Finance explains how rising inflation has changed the traditional relationship between equities and bonds, and why active fixed-income management can offer opportunities beyond passive investing.
This episode is produced in partnership with DNCA Investments (an affiliate of Natixis Investment Managers).
Highlights:
01:53 Diverging global economies are impacting fixed-income markets
04:28 Why the traditional portfolio approach may no longer work
10:11 How inflation-linked bonds can offer protection
14:08 How to manage risks in fixed-income investing
15:45 What people get wrong about fixed income
More about:
<a href="https://www.uob.com.sg/private/index.page"></a><a href="https://www.im.natixis.com/en-sg/investments/fixed-income/dnca-invest-alpha-bonds-fund">DNCA Invest - Alpha Bonds fund</a>
Disclaimer:
All investments involve risks including risk of loss. Past performance of the manager is not necessarily indicative of its future performance. The value of the units and the income accruing to units, if any, may fall or rise. Please read the prospectus available on&nbsp;<a href="https://www.im.natixis.com/en-sg" data-saferedirecturl="https://www.google.com/url?q=http://www.im.natixis.com/en-sg&amp;source=gmail&amp;ust=1786771911704000&amp;usg=AOvVaw1VPQJHXKaF46N69OnWkZX5">www.im.natixis.com/en-sg</a>&nbsp;carefully before investing. Investors should seek advice from a financial advisor before making any investment decision. Issued by Natixis Investment Managers Singapore Limited (Company Registration No. 199801044D). This advertisement and the above mentioned website have not been reviewed by the Monetary Authority of Singapore.
--
Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to&nbsp;<a href="mailto:btpodcasts@sph.com.sg">btpodcasts@sph.com.sg</a>. We&rsquo;ll look into it for future episodes.
---
Podcast written and presented by: Claressa Monteiro (<a href="mailto:claremb@sph.com.sg">claremb@sph.com.sg</a>)
With Fran&ccedil;ois Collet, chief investment officer of DNCA Finance (an affiliate of Natixis Investment Managers)
Post-production: Claressa Monteiro &amp; Chai Pei Chieh
Video production: Studio +65
A podcast by BT Podcasts, The Business Times, SPH Media
---
Follow BT Podcasts:
Channel: <a href="https://bt.sg/pcOM">bt.sg/pcOM</a>
Apple Podcasts: <a href="https://bt.sg/pcAP">bt.sg/pcAP</a>
Spotify: <a href="https://bt.sg/pcSP">bt.sg/pcSP</a>
YouTube Music: <a href="https://bt.sg/giK9" data-saferedirecturl="https://www.google.com/url?q=https://bt.sg/giK9&amp;source=gmail&amp;ust=1757992386890000&amp;usg=AOvVaw0bIf09Xh5-r8oKBeoEHCxe">bt.sg/giK9</a>
Website: <a href="https://www.businesstimes.com.sg/podcasts">bt.sg/podcasts</a>
Feedback to: btpodcasts@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party&rsquo;s products and services. Please consult professional advisors for independent advice.&nbsp;
---
Discover more BT podcast series:
BT Money Hacks at: <a href="https://bt.sg/btmoneyhacks">bt.sg/btmoneyhacks</a>
BT Correspondents at: <a href="https://bt.sg/btcobt" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcobt&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw1MZyDZ2ZxkzhbmmY3UOc3Z">bt.sg/btcobt</a>
BT Market Focus at: <a href="https://bt.sg/btmktfocus">bt.sg/btmktfocus</a>
BT Lens On: <a href="https://bt.sg/btlenson">bt.sg/btlenson</a>

The Business Times Podcast Channel presents diverse perspectives, in-depth analysis and news covering career, business, markets, investing, current affairs and tech.

Powered by the Journalism of The Business Times and Tech in Asia.

Available on all your favourite audio and video content apps and at www.businesstimes.com.sg/podcasts

Produced by BT Audio, thrive and Tech in Asia. The Business Times, SPH Media.

The Business Times Podcast Channel presents diverse perspectives, in-depth analysis and news covering career, business, markets, investing, current affairs and tech.
Powered by the Journalism of&nbsp;The Business Times and Tech in Asia.
Available on all your favourite audio and video content apps and at www.businesstimes.com.sg/podcasts
Produced by BT Audio, thrive and Tech in Asia. The Business Times, SPH Media.