Lombard Odier Getting More Neutral on Fixed Income: CIO

The transcript discusses the European Central Bank's (ECB) approach to interest rate hikes, focusing on restoring credibility and addressing supply-side inflation issues. It highlights the implications for fixed income investors, particularly in the context of Italian government bonds. The conversation shifts to the euro's stability against the appreciating dollar, influenced by energy supply and potential recession. Finally, it explores investment opportunities in Asian markets, with a focus on Chinese equities and the differentiated performance of Northern and Southern Asian countries.

What is the outlook for the Italian government bond market?

What are the potential impacts of a cold winter on the European economy?

How are the equity markets in Northern and Southern Asia performing?