Reznick discusses investing in fixed income during a time of negative interest rates, the opening of China’s onshore bond market and explains his view on US high yield during the run up to the US presidential election.
GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
Part of the Mark Allen Group.