Bond Vigilantes Forum 2022

1 min watch 29 Sep 22

We are delighted to share the presentation recordings that took place at our recent Bond Vigilantes Forum 2022. You will hear from the Bond Vigilantes team who will provide their latest thoughts on fixed income markets and the wider economy, including their macro outlook and views on inflation, credit, FRNs and emerging markets.

After a tumultuous year for financial markets, Jim Leaviss will explore some of the key macro themes that are expected to drive global bond markets as we look ahead to 2023. He will also discuss the strategies he is employing to help mitigate the headwinds facing global bond investors, while looking at some of the opportunities that have arisen as a result of recent market turbulence.


In this session, Ben Lord will explore potential strategies for navigating the current high inflation environment in the UK.


In this session Claudia Calich, will provide an update on the asset class after what has been a turbulent year so far for fixed income. As economic growth goes into reverse in the US and other developed markets, Claudia will discuss some of the potential implications for emerging debt markets, but also where she feels there could be some compelling investment opportunities going forward.


Watch this Q&A and hear the questions the audience want answering.


Join Richard Woolnough as he discusses the latest developments in global credit markets, and find out where he sees potential opportunities.


James Tomlins will explore how high yield floating rate notes, which are corporate bonds that provide income that rises or falls in line with cash interest rates, could protect investors in a tightening central bank policy environment while offering a potential yield premium to reduce the effects of inflation.


Watch all speakers come together on a joint panel discussion and take part in a live Q&A with the audience.


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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.

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