05.12.2025
The Fed & Fixed Income in a K-shaped economy
US labour market data indicates that the Federal Reserve is likely to maintain its monetary easing policy, a move that could have implications for bond markets.
Mohammed Kazmi
Chief Strategist & Senior Portfolio Manager, Global & Absolute Return Fixed Income
London, Regno Unito
English
Mohammed Kazmi è entrato nel team Global & Absolute Return Fixed Income di UBP nel novembre 2015 ed è chief strategist del team, oltre che portfolio manager. Partecipa alla formulazione della visione top-down per l’asset allocation attuata nei portafogli.
Ha maturato 15 anni di esperienza sui mercati del reddito fisso e in passato si è occupato di strategie che sfruttano le correlazioni tra mercato valutario e variabili macro e di strategie trasversali tra classi di asset per i mercati emergenti. Ha lavorato per quasi due anni come macro currency strategist nel gruppo Macro Currency di Principal Global Investors a Londra e in precedenza è stato per tre anni cross-asset class strategist per i mercati emergenti alla Royal Bank of Scotland (RBS) di Londra.
Ha conseguito un Bachelor in economia allo University College di Londra.
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UBP's strategic income strategy: a smarter way to invest
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Asset TV: Cautious optimism in fixed income
Mohammed Kazmi, Portfolio Manager & Macro-Strategist Global and Absolute Return Fixed Income at UBP, recently participated in an Asset TV Masterclass discussing which areas of the bond market offer opportunities to investors.