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Talking Research: Nowhere to hide?

10 May, 2022 | Return|

Fixed income has traditionally been seen as a safe haven asset, acting as a diversifier to protect returns when markets sell off. That, however, has most certainly not been the case over recent months, whereby we have experienced one of the toughest periods on record for the asset class as central banks attempt to deal with the elevated levels of inflation.

In this month’s episode, Head of Fixed Income and Absolute Return Research, Eduardo Sanchez, speaks with two experts in fixed income – John Pattullo, Head of Strategic Fixed Income and Portfolio Manager at Janus Henderson and Stuart Edwards, Fund Manager at Invesco. In this 25-minute episode, they discuss:

  • The role of fixed income in the current market environment, and whether it can act as a safe haven once again.

  • If central banks can control inflation, or whether it’s too late and the potential risk of recession.

  • How they are positioning portfolios amidst this backdrop and the opportunities for the asset class moving forward.

 

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This was recorded on Monday 11th April 2022. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.

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