Quick take with Johann Ple - March 2022
Watch Portfolio Manager Johann Ple’s latest Quick Take on Green Bond markets as ongoing expansion creates new opportunities to diversify across sectors and countries, improving the potential risk/return profile. In this short video, Johann discusses why a more defensive stance on duration and credit has been helpful against a backdrop of inflationary pressure, policy moves and geopolitical risks, and in which areas more attractive valuations may be presenting opportunities from here.
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