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Talking Research: Not all doom and gloom?

14 Jul, 2022 | Return|

Rates of inflation rose further in the second quarter and continued to take hold in a broadening range of goods and services. It was another difficult quarter for investors in bond markets as this accelerating inflation caused bond yields to rise again and prices to fall further. This story is not too dissimilar to global stock market indices, which pincered between bond yields and mounting fears of recessions, fell sharply in the second quarter.

It was another disappointing quarter for investors as we continue to face one of the toughest market backdrops seen in decades. In this month’s episode of Talking Research, we discussing how the fund managers in Square Mile’s Academy of Funds are responding to this challenging environment, exploring:

  • How fixed income managers are responding to rising inflation.

  • Whether the market has fully priced in the risk of recession

  • If the market correction has increase the opportunity set for equity managers.

  • The short-term challenges for RI funds.

Square Mile's Strategic Relationships Director, Jock Glover, speaks with Ajay Vaid, Investment Research Analyst, Eduardo Sanchez, Head of Fixed Income and Absolute Return Research and Tom Poulter, Head of Quantitative Research in this latest episode. 



We welcome any feedback you have on our Talking Research podcast, please feel free to get in touch and let us know what you think.

This was recorded on Thursday 7th July 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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