S1E1: The rules of investing have changed. Has your portfolio?

How does one navigate fixed-income markets amid geopolitical uncertainty, inflation and diverging global economies? And how should we manage risk, preserve our purchasing power and balance defensive positioning with opportunities in today’s market? François Collet, chief investment officer of DNCA Finance explains how rising inflation has changed the traditional relationship between equities and bonds, and why active fixed-income management can offer opportunities beyond passive investing. This episode is produced in partnership with DNCA Investments (an affiliate of Natixis Investment Managers). Highlights: 01:53 Diverging global economies are impacting fixed-income markets 04:28 Why the traditional portfolio approach may no longer work 10:11 How inflation-linked bonds can offer protection 14:08 How to manage risks in fixed-income investing 15:45 What people get wrong about fixed income More about: DNCA fixed income investing Disclaimer: All investments involve risks including risk of loss. Past performance of the manager is not necessarily indicative of its future performance. The value of the units and the income accruing to units, if any, may fall or rise. Please read the prospectus available on www.im.natixis.com/en-sg carefully before investing. Investors should seek advice from a financial advisor before making any investment decision. Issued by Natixis Investment Managers Singapore Limited (Company Registration No. 199801044D). This advertisement and the above mentioned website have not been reviewed by the Monetary Authority of Singapore. -- Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to [email protected]. We’ll look into it for future episodes. --- Podcast written and presented by: Claressa Monteiro ([email protected]) With François Collet, chief investment officer of DNCA Finance (an affiliate of Natixis Investment Managers) Post-production: Claressa Monteiro & Chai Pei Chieh Video production: Studio +65 A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Podcasts: Channel: bt.sg/pcOM Apple Podcasts: bt.sg/pcAP Spotify: bt.sg/pcSP YouTube Music: bt.sg/giK9 Website: bt.sg/podcasts Feedback to: [email protected] Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.