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BNP Paribas Asset Management

2023 Top 500 ranking: 34

Fixed Income Outlook – Shifting narratives

Fixed Income Outlook – Shifting narratives

Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun to ‘break’ the financial system, to imminent recession and imminent rate cuts, to a resilient US economy, to weak domestic demand and deflation in China, and slumping growth in the ...

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