Join Jock Glover as he sits down with Matt Lawton, Portfolio Manager of the T. Rowe Price Global Impact Credit Fund. Matt dives into his impact investing philosophy in the bond market, tackles the confusion for investors around the greenwashing narrative, and highlights why short-duration credit is a key area of opportunity in fixed income investing today.  

Don't have time to listen to the full episode, jump to your favourite part:
 

• 01:24: What was the rationale behind launching this strategy, and how does it fit within the market?
• 02:40: How do you identify and measure the impact of your holdings in the portfolio?
• 04:01: How do you select the companies you invest in?
• 05:27: How does your team typically spend its days and weeks?
• 10:37: What keeps you up at night?
• 11:58: Can you provide examples of companies or sectors you’ve chosen not to invest in due to greenwashing concerns?
• 13:42: What interesting statistic have you heard this week that you think our listeners would enjoy?
• 15:31: Where are you seeing the most interesting opportunities for investors?

This podcast was recorded in May 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

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