Watch Stuart Chilvers, Fund Manager and other panellists work through some of the UK's latest challenges from inflation to interest rates, and how those have affected Fixed Income.
12 September 2023
Fixed Income Masterclass | September 2023
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Review of the week: Interesting times for bonds
Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up
Dog days aren’t over
The team cast their minds back to the days before we knew what COVID was and when inflation was considered conquered to review an investment report they published in 2019 called Ditch the Models. Which of these models the team suggested ditching panned out the way they expected? And are there any others that could do with being ditched today? The swiftly growing animal health sector is the final topic as the team discuss how to avoid the dogs in the space and hopefully end up as the cats who got the cream.
