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
伦敦, 英国
English
Mohammed 于 2015 年 11 月加入瑞联银行全球及绝对回报固定收益团队，担任宏观策略师兼高级投资组合经理，共同为多个投资组合制定 “自上而下”的资产配置策略。
Mohammed 在固定收益市场拥有逾 15 年经验，专注于外汇和新兴市场的宏观策略。在加盟前，他在伦敦信安环球投资（Principal Global Investors）宏观货币部出任宏观货币策略师接近2年，过去也曾在伦敦效力于苏格兰皇家银行集团（Royal Bank of Scotland），担任跨资产的新兴市场策略师 3 年。
Mohammed 获英国伦敦大学学院（University College London）授予经济学学士学位。
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19.11.2025
UBP's strategic income strategy: a smarter way to invest
Tune in to our latest podcast to explore how UBP’s Strategic Income strategy is redefining fixed income investing in today’s evolving market landscape.
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Building a resilient bond portfolio in the new inflation and interest rate era
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Where to invest in Fixed Income
In this podcast, our expert Mohammed Kazmi, Senior Portfolio Manager & Chief Strategist for Fixed Income, shares insights into the anticipated landscape for interest rates and credit markets in 2025.
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High-income segment of fixed income in favour
The positive view towards fixed income is best expressed through the higher-income segments of the market given robust nominal GDP growth and elevated all-in yields that are still in excess of the historical returns of global equities.
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Fixed income: Positive bias towards credit
We believe that we are at a shift in regime for fixed-income markets as central banks prepare the ground for potential rate cuts following the most aggressive tightening cycle since the 1970s.
26.05.2020
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.