It’s more uncertain today than at any time in my entire career
Update: 2025-06-09
Description
That is the perspective of David Rolley, Co-Head of the Global Fixed Income Team at Loomis Sayles who has worked in markets for more than 40 years. David thinks that the current White House: “isn't convinced that the global foreign policy, trade, defence, and financial architecture that we've had for the last 80 years serves their purpose.” This is causing considerable change to the global economy and financial markets while making bond, credit, currency and equity markets riskier places to invest.
Listen to the full podcast where David talks to Louise Watson about:
- How he believes investors should be approaching this great time of uncertainty
- Why the structural changes happening to the global economy are the most important in 80 years
- Why he thinks the US is a riskier place to invest and whether this is accurately priced in
- Whether he believes fixed income will be an effective hedge for equity markets in future
- How he is positioning fixed income portfolios in these times and
- The lessons he has learned over 40 years in markets
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