Fixed Income Leaders Europe Connect
13 - 14 March, 2025
Hilton London Syon Park
Giulia Pellegrini
Deputy CIO - Emerging Markets Fixed Income, Portfolio Management & ESG Allianz Global InvestorsDay 1 | 13th March
9:10 AM Interview: Macro outlook: How are rate hikes, inflation and widening geo-political tensions impacting global bond markets and how can you adapt execution and investment strategies for success?
- How can the normalisation process after the QE era shape central banks' reliance on data, and what impact will it have on recession avoidance strategies?
- How can the potential for steepening trades and a weaker USD support a revival of emerging market assets and continued inflows into core fixed income?
- How can liquidity management and efficient capital allocation influence the rising use of derivatives for tactical moves, particularly for hedging and curve trades?
- How can evolving regulatory frameworks and increased liquidity focus reshape trading desk communications, especially in less developed emerging market infrastructures?
Check out the incredible speaker line-up to see who will be joining Giulia.
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