You need to be logged in to view this video
Join Andrea DiCenso as she discusses her macroeconomic outlook in the post-Liberation Day world, the impact of de-dollarization on relative value across global fixed-income markets, and macro indicators that could signal a slowdown in the US.
Andrea DiCenso is a co-portfolio manager at Loomis, Sayles & Company, where she co-manages the multi-asset credit and emerging markets debt blended total return strategies. She is also a senior strategist for the Alpha Strategies Group and oversees all FX and commodity activity for the firm's multi-asset product suite, and is primarily responsible for asset allocation, idea generation, portfolio construction, and risk management.
Since 2009, Ms. DiCenso has been a strategist within the Alpha Strategies Group, implementing emerging market and commodity related themes within the long-only and multi-asset products at the firm. She joined Loomis Sayles in 2006 as a junior analyst covering the investment-grade and high-yield commodity related sectors. Andrea began her investment industry career in 2003 at Fidelity Investments as a financial analyst. She earned a BS in finance from Bentley College and an MBA from Northeastern University.
