Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly global update.
Ariel will discuss why he is sceptical that US rate cuts can drive a sustainable rally, his views on the latest macro data and trends as well as the latest moves from global central banks. He will also cover his current portfolio positioning and investment themes.
Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.