During this webinar, our experts Amaury D’Orsay, Head of Fixed Income & Money Market investments, Barry Glavin, Head of Equity, and Didier Borowski, Head of Macro Policy Research discussed how Europe is laying the foundations for sustainable, long-term economic momentum and why it should be increasingly regarded as an attractive diversification* opportunity for international investors’ portfolios.
Focus over the past decade has been heavily concentrated on credit markets, however, we believe there is an often overlooked opportunity in the government bond market that may warrant further attention. As much as 2022 bruised investors, with the big correction seen in government bond markets as interest rates rose rapidly, we believe now may be a good time to revisit the asset class in both developed and emerging markets, particularly as credit markets become less exciting.