Bond Vigilantes Day 2023: The Highlights
We recently held our annual Bond Vigilantes Day, here at our offices in London. With fixed income markets trading at yields many investors may have never seen in their careers, the timing for the event was pretty interesting – although valuations have become even more compelling since (!).
You can watch the video presentations from our fixed income team below. I hope you find them useful.
Scroll down to find:
- Jim Leaviss on the Treasury market’s valuation
- Richard Woolnough on the macro environment and disinflation
- Ben Lord on inflation
- Claudia Calich on emerging market debt
- James Tomlins on high yield
- Panel discussion hosted by Andrew Eve, featuring Eva Sun-Wai, Matthew Russell and Head of Credit Research, Dave Covey
The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.
