International Fixed Income

Negative real interest rates are here to stay

How real yields behave

We maintain a preference for cyclical and value segments

Investment rotation

February 26, 2021 - 5 years
Risk of correction, but no turning point

Growth cycles

February 26, 2021 - 5 years
Turnover and profitability

Where are the best returns?

February 26, 2021 - 5 years
What is a SPAC?

2021, a record year for these companies

February 26, 2021 - 5 years
Financial innovation with social purpose

February 26, 2021 - 5 years