Allocation

Swiss Re Capital Markets successfully closed the USD 225 million Series 2020-1 Principal At-Risk Variable Rate Notes transaction issued by Sierra Ltd. on behalf of Bayview’s MSR Opportunity Fund ("Bayview").

Amundi & CPR AM were delighted to organize the first Thematic Investment Day in Paris “We believe in the future” to provide insight and valuable knowledge of the long-term investment focus and value of Thematic investing.

We are threatened with excitement in 2020, from civil unrest and ongoing trade wars to political upheaval and market volatility. We believe global economic expansion will continue at a slower, less even pace across regions.

The heads of Neuberger Berman’s investment platforms identified the key themes they anticipate will guide investment decisions in 2020.

Until just a week ago, Turkey (against all the odds) seemed to be doing well again, said Reza Karim, assistant fund manager, Fixed Income. Inflation had come down from 25% last year to 9%. The central bank had managed to cut rates by 750bps, which restarted the debt-fuelled growth engine...