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4Q2020 Global Macro and Fixed Income Outlook

Record low yields, but likely to remain low.

Investment grade spreads are unattractive

The outlook for markets is volatile after a spectacular recovery since March

We explain why fixed income investors face unique challenges in the post-Covid era

See Presentation Slideshow

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August 18

New challenges for AI/Ml based Asset Management - the Post Covid era

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November 6

The Emperor Has No Yield (presentation)