UK Institutional Beyond the pandemic: the bonds perspective

In the third episode of our podcast, the investment communications team’s Matt Goodburn speaks to Paul Brain, team leader of the fixed-income team, Trevor Holder, portfolio manager in the fixed-income team, and Brendan Mulhern, global strategist for the Real Return team.

Published on October 21st, 2020
Categories Coronavirus , Fixed income , Macro views , Responsible investment , Sector research , Sustainable

Share

Investment Matters podcast
Audio

How will we get to net zero? Part I

In the first of three episodes examining the multi-faceted issue of tackling climate change, head of sustainable investment Andrew Parry, and global analyst Laura Sheehan, talk to the investment communications team’s Matt Goodburn about our current predicament and the huge challenge that lies ahead.
16 July 2021
Industry views, Macro views, Responsible investment, Sector research, Sustainable
Audio

Bonds: tackling inflation and finding value in fixed-income markets

Bond markets have endured a tough year. We discuss the inflation threat and where to find best value.
07 April 2021
Fixed income, Macro views
Audio

Equity income: the academic evidence supporting the sector

We look at recent academic work that underpins the effectiveness of global equity-income investing.
18 March 2021
Global equities, Global income, Macro views, Sector research
Audio

Why now for equity income investing?

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.
16 February 2021
Global income, Macro views, Themes
Audio

The importance of thematic investing: Part two

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’
09 December 2020
Macro views, Themes