Wolfang Zemanek, Head of Fixed Income Funds at Erste AM, a leading fund manager in Central Europe, explains in the interview his outlook for this asset in an environment of economic recovery and an upward trend in equities. According to Zemanek, bonds bring stability and diversification to the portfolio. The current scenario is positive for HY corporate bonds, and Chinese local bonds, due to the recovery of economy, excellent corporate profits, and low default rates in HY debt. This expert also describes the advantages of two products that invest in bonds, the Erste Reponsible Bond Global HY and the Erste Bond China.
Inventory management is key to achieve value for companies in the curren scenario of supply chain vulnerability, says Principal Global Investors
Seema Shah, Chief Strategist at Principal Global Investors, believes that efficient inventory management from companies, in a scenario of weakness...