As a semblance of calm returns to financial markets, Guillermo Felices, head of research and strategy for Multi-Asset and Quantitative Solutions (MAQS), and Dominick DeAlto, chief investment officer fixed income, discuss potential opportunities and the risks ahead for investors.
Guillermo explains how his team are tracking the impact of the coronavirus on financial markets and what their conclusions mean for asset allocation.
Dominick then talks us through the situation in fixed-income markets before highlighting the fixed-income sectors now offering scope to outperform for long-term investors.
his is the third in a series of podcasts articulating our investment views and strategies during the COVID-19 crisis.
If you need further information on our strategies or investment policies, please do not hesitate to contact your dedicated client relationship manager.
You can find this podcast on your favourite platform (Spotify, Apple Podcast, Deezer) and on Ausha.
Any views expressed here are those of the speakers as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients.
Investments in the aforementioned fund are subject to market fluctuation and risks inherent in investing in securities. The value of investments and the revenue they generate can increase or decrease and it is possible that investors will not recover their initial investment. Source: BNP Paribas Asset Management Holding.