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 joined UBP’s Global & Absolute Return fixed income team in November 2015 and is the Chief Strategist of the team, as well as Senior Portfolio Manager. He co-formulates the top-down asset allocation view which is then implemented across portfolios.
He has 15 years of experience within fixed income markets, with prior roles focused on macro strategy within currency and emerging markets. Previously, he spent close to two years working as a Macro Currency Strategist within the Macro Currency Group at Principal Global Investors in London. Before this he was a Cross-Asset Class Emerging Markets Strategist at the Royal Bank of Scotland (RBS) in London for three years.
Mohammed holds a bachelor’s degree in Economics from University College London.
Explore more from Mohammed
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.
27.03.2025
Building a resilient bond portfolio in the new inflation and interest rate era
With inflation and interest rates pushing up rather than down and fast-changing policies and scenarios in the US, UBP’s fixed-income experts explore how investors can put together a flexible and resilient bond portfolio in an approach favouring the long term.
17.12.2024
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.
24.09.2024
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.
04.04.2024
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.