Thursday 27 March 2025 at 10am GMT | 11am CET
At the turn of the year, discussions about safe assets seemed far from most investors’ minds. We had witnessed another year of US exceptionalism in equity markets, and coming into 2025, optimism was high as the Trump inauguration approached.
But the shift in market sentiment has been a rapid, and sometimes, violent one.
Now investors are asking themselves: How will markets, governments, and companies react, and where can we find safety amidst the storm? What market scenarios will unfold, where can we turn to protect our portfolios and what defines a defensive asset’?
Watch the replay of our recent webinar, “Ahead of the Curve” featuring our expert speakers, Arif Husain, Head of Fixed Income and CIO; Sébastien Page, Head of Global Multi-Asset and CIO; Adam Marden, Portfolio Manager; and Amanda Stitt, Portfolio Specialist.
In this session, we covered:
Portfolio Specialist, Amanda Stitt, discusses the key themes that will be discussed during our bi-annual Fixed Income webinar series, Ahead of the Curve, on Thursday 27th. March.
Head of Global Fixed Income and CIO
Head of Global Multi-Asset and CIO
Portfolio Manager
Portfolio Specialist
Read the latest monthly insights from our Fixed Income CIO, Arif Husain
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