SGMC's Bondurri: Starting Allocating Back to Fixed Income

The video discusses investment opportunities in fixed income, focusing on credit spreads and interest rates. It highlights the Japanese yen's depreciation and its impact on the FX market, noting the contrasting policies of Japan and other central banks. The discussion shifts to European assets, emphasizing the effects of central bank policies on interest rates and asset positioning. Finally, the video analyzes the commodities market, considering geopolitical tensions and supply-demand dynamics, with a focus on food prices and energy commodities.

What are the expected trends in European fixed income assets according to the text?

How are geopolitical tensions affecting commodity prices, particularly food-related commodities?

What predictions are made regarding energy commodities and their performance through the year?