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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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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