Licence to roam empowers absolute return bond approach

Podcast: Talking Heads · BNP Paribas Asset Management

Opublikowano: 2026-04-22

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate and Absolute Return, tells Andrew Craig, Co-Head of the Investment Insights Centre, emerging market bonds have emerged as ‘one of the single best opportunities’ from the current energy shock. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34<...