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Wellington’s macro strategist says China may come out as a winner from the oil shock -- podcast
3 months ago
With global economies adjusting to the oil shock from the Iran war, it is China that has shown surprising resilience, says Juhi Dhawan, macro strategist at Wellington Management, on the latest episode of the Credit Exchange podcast with Lisa Lee -
A slow, global rebalancing away from the US dollar and Treasuries – Amundi’s Grégoire Pesques
10 months ago
PODCAST: There is a major need for diversification away from the US dollar, says Grégoire Pesques, CIO, global fixed income at Europe’s largest asset manager Amundi, in the latest Credit Exchange podcast with Lisa Lee. In the meantime, the lack of obvious safe havens has seen gold a big winner
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