Fixed Income Masterclass | September 2020

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  • 43 mins 04 secs

The magic money tree has been incredibly busy for the past 8 months, but if the magic were to start to fade will investors then focus on the state of government finances, the global economy and the size of central bank balance sheets? To discuss this and more we are joined by:

  • Roger Webb, Deputy Head of Sterling Investment Grade & Aggregate, Aberdeen Standard Investments
  • Jeremy Smouha, CEO, Atlanticomnium (UK) Ltd
  • John Pattullo, Co-Head of Strategic Fixed Income, Janus Henderson Investors

Learning outcomes:

  1. Why style investing matters in fixed income stock selection
  2. The outlook for financials
  3. How monetary policy is affecting the pricing of bonds