AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity problems.
He explains why the team is taking a cautious approach moving into 2017 and what this means for portfolio positioning, as well as giving his views on the longer-term implications for bond investors of...
Targeting €1trn AUM by end of 2020
Groups firming up plans
Managed by Jeff Kernagis
Apollo Multi Asset Management has taken over the offshore multi-asset business of Frontier Investment Management.
Re-elected in September