Veronika Hirsch, Portfolio Manager, Arrow Capital, discusses how the market dynamic has changed since early February, and how the change in conditions and sentiment have affected her investment strategy.
Franklin Templeton Fixed Income CIO Sonal Desai believes inflation is likely to remain stubbornly above target. With growth robust and the labor market showing signs of stabilization, this suggests the Federal Reserveâs easing cycle has already come to an end.