Dear Investors,

What does the recent surge in market volatility mean for fixed income portfolios? In our latest Espresso View, Gianluca Bergamaschi, Head of Fixed Income Mandates and PM at Generali Asset Management, delves into the implications of recent global events on bond markets. He discusses the sharp drop in core yields, the repricing of rate expectations, and the strategic stance moving forward.

Our Espresso Views on Fixed Income offer quick insights into key market developments from our fund managers. Stay tuned for more!


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