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
Londres, Reino Unido
English
Mohammed Kazmi integrou a equipa de Rendimento Fixo Global e Retorno Absoluto da UBP em novembro de 2015 e é o responsável pela estratégia da equipa, assim como o gestor de carteira. É corresponsável pela formulação da alocação de ativos do topo para a base que é implementada nas carteiras.
Tem 15 anos de experiência nos mercados de rendimento fixo e, nos seus cargos anteriores, dedicou-se à estratégia de divisas macro e à estratégia de mercados emergentes com várias classes de ativos. Anteriormente, passou quase dois anos como especialista de estratégia de divisas macro no grupo de divisas macro da Principal Global Investors, em Londres. Antes disso, foi especialista de estratégia de mercados emergentes com várias classes de ativos no Royal Bank of Scotland (RBS), em Londres, durante três anos.
Mohammed Kazmi tem uma licenciatura em Economia do University College London.
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