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July Investment Outlook
Pictet Asset Management: Liquidity vs the Virus
Debt Markets Outlook
Jon Mawby (Pictet Asset Management): “Fixed Income Investors Need to Consider a Contrarian and Value Driven Stance”
Replacing Nishant Upadhyay
HSBC Global AM Appoints Luther Bryan Carter as Head of Global Emerging Markets Debt
Macro and Debt Markets Outlook
Patrick Zweifel (Pictet Asset Management): “This crisis disproportionately impacts the service sector”
Luca Paolini (Pictet Asset Management): “There Is a Permanent Loss of Economic Activity that Is Not Fully Priced in the Markets”
Frank Dixmier becomes CIO Global Fixed Income
Malie Conway, New Head of US Distribution at Allianz GI
Fixed Income: emerging markets, absolute return and hedge funds
Pictet Asset Management: Their Capabilities
Previously at TOBAM
Tikehau Capital Appoints Raphael Thuin as Head of Capital Markets Strategies
Kirstie Spence (Capital Group): “Several Factors Have Combined to Create a Perfect Storm in EM Debt Markets"
Once we get past a rough patch...
Gundlach: "The Biggest Winner Out of All of This May Be the American Economy"