The Investment Podcast

The folly of forecasting - finding value in an uncertain world

May 11, 2021
There has been significant positive momentum in credit markets since the Covid crisis began, underpinned by unprecedented levels of government and central bank support. However, despite market expectations of a sharp rebound in economic activity, there remain significant risks to this view. Notably, what happens as the stimulus packages are wound down - how will markets respond? What does the structure of markets tell us about the underlying risks? In this episode, David Parsons is joined by Richard Ryan to talk about the current issues in fixed income markets and the cyclical nature of markets.
 

Host: David Parsons, Head of the Public Debt Investment Specialist Team

Speaker: Richard Ryan, Director of Fixed Interest Portfolio Management

 

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