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In this podcast, we discuss monetary policy, macro-economics and the consequences for fixed income. How are the FED and ECB currently positioned? What are Michael’s takes on govies, IG credit, HY credit? The risk of a recession is also discussed as well as the current…
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Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors, talks about the ECB rate outlook on March 7th.
He does not think the ECB will take meaningful decisions, instead, he is looking forward to June for more indications. "Well, for the ECB, patience is a virtue. That's pretty clear that when you look at the trend inflation, we have pretty good news in…
