Listen to the latest podcast with Caglasu Altunkopru, Head of Macro Strategy, Multi Asset Solutions Group, at AllianceBernstein

Listen to the latest postcast with Honor Solomon, CEO for EMEA and Head of EMEA Retail Sales, at AllianceBernstein

Listen to the latest podcast with Defne Ozaltun, Portfolio Manager on AllianceBernstein’s multi-asset solutions team

Insights from AllianzGI's Systematic Equity Team on Random Forest, NLP, and more.

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Despite geopolitical tensions and economic concerns, market sentiment remains resilient, with short-lived volatility spikes and credit spreads rallying in recent weeks. Against this backdrop, he highlights why his highest conviction forex position is a short US dollar against a basket of emerging market currencies.

Today’s equity markets are characterised by bouts of volatility, spurred by geopolitical tensions and macroeconomic uncertainties, mainly due to the start-stop nature of the US-initiated global trade war. This has investors seeking strategies that offer...

Volatility is opening up attractive entry points into emerging markets

Matthew Murphy, Institutional Portfolio Manager of the Emerging Markets Team at Morgan Stanley Investment Management (MSIM), shared his view on the implications of the policies introduced by the Trump Administration for emerging market debt (EMD). Murphy then explained the firm’s approach to the EMD segment.