The onset of a new rate-cutting cycle, coupled with divergent regional economic growth trends, presents a promising landscape for active bond managers. Yet inflationary and geopolitical risks lurk in the background. Against a macro environment with many moving parts, five fixed income managers from across Generali Investments explain their investment views for the last leg of 2024.
The Chinese government has prioritised rebooting the country’s flagging economy and unveiled a dramatic stimulus package last month. But initial investor enthusiasm may be tapering off amid follow-up announcements that have been short on specifics.