London & Capital’s monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio.
Each month a member of our Investment Desk will be giving a summary of the macro investment environment and the key trends which we’re following.
This month, Rabbani Wahhab, Senior Fixed Income Portfolio Manager, together with Jack Smith, Institutional Portfolio Manager, talk about Fixed Income and specifically about the navigation through policy normalisation.
In the first part Rabbani goes through a Macro background looking at topics as interest rates, government bond yields, yield curves and inflation. In the second half, Jack focuses on our credit efforts, summarizing where we are at, giving some case studies for the four sectors that we have our strongest convictions upon.
To listen to the whole Investment Desk Bulletin and view the presentation, click here.
If you have any questions please get in touch via your usual contact at London & Capital alternatively email invest@londonandcapital.com and we will put you in touch with the correct person or get in contact here.
