Subscribe
Sign up for timely perspectives delivered to your inbox.
Podcast: the evolution of strategic fixed income investing
John Pattullo, Co-Head of Strategic Fixed Income talks to Richard Philbin, fund selector and CIO of Wellian Investment Solutions. Recorded at the Octo studios in London, the pair discuss all things fixed income in a 30 minute podcast.
17 Oct 2019
30 minute watch
30 minute watch
Key takeaways:
- What should be top of mind for investors looking at bond managers? Why the team place emphasis on the importance of proper asset allocation across the fixed income spectrum and why ‘genuine’ strategic bond funds need to employ flexibility across the asset class and through the economic cycle.
- Can text books help set direction through current economic conditions? John explains why he and Jenna subscribe to economists Larry Summers and Richard Koo’s views of the world and reject orthodox economic theories. Also, the lessons to be drawn from the Japanese experience and why interest rates are likely to remain low for a very long period.
- The evolution of the team’s investment approach – John outlines the team’s strategic and income strategies, their current views on the bond markets and the importance of pragmatism in managing duration.
They also recorded a quick fire Q&A on John’s thoughts on changes to investing, his and fellow Co-Head of Strategic Fixed Income, Jenna Barnard’s, team approach and life away from the investment desk.
17 Oct 2019
30 minute watch
30 minute watch
Key takeaways:
- What should be top of mind for investors looking at bond managers? Why the team place emphasis on the importance of proper asset allocation across the fixed income spectrum and why ‘genuine’ strategic bond funds need to employ flexibility across the asset class and through the economic cycle.
- Can text books help set direction through current economic conditions? John explains why he and Jenna subscribe to economists Larry Summers and Richard Koo’s views of the world and reject orthodox economic theories. Also, the lessons to be drawn from the Japanese experience and why interest rates are likely to remain low for a very long period.
- The evolution of the team’s investment approach – John outlines the team’s strategic and income strategies, their current views on the bond markets and the importance of pragmatism in managing duration.