LEWIS AUBREY-JOHNSON – HEAD OF FIXED INCOME PRODUCTS
Bond markets suffered volatility in the first quarter of 2024 because of strong US labour market and inflation data. As both of these factors moderate, how does it impact our outlook and portfolio management?
These videos are brought to you by Invesco’s fixed income team in Europe. In today’s video, you heard from Lewis Aubrey-Johnson. Lewis is Invesco’s Head of Fixed Income Products for the IFI Europe team. The team manages a range of strategies across the fixed income landscape.
Each month brings a new, easily digestible instalment. Catch up on previous episodes below.
The recent government bond market sell-off saw yields across some securities rise yet again. Hear what we think the key factors are and how this could play out in the medium term.
Credit markets have been on fire recently. With the risk of recession avoided, we give our view on the key trends we’re seeing in investment grade, high yield and with valuations.
With COP28 drawing to a close, we wanted to cut through the noise and highlight two examples of companies in our climate bond funds that are helping to deliver the new low carbon economy.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Views and opinions are based on current market conditions and are subject to change.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
EMEA3645811/2024
