With the bond market experiencing heightened volatility over the last three years, investors have been faced with both challenges and opportunities. In this episode Fahad Hassan, chief investment officer at Albemarle Street Partners, speaks to Shalin Shah, senior fund manager at Royal London Asset Management, to discuss how he has navigated these turbulent times.
In addition to discussing market volatility, this episode explores how inflation is shaping investment strategies and the impact of persistent inflation on gilt yields and global government bonds. Shalin and Fahad discuss the structural and cyclical dynamics affecting inflation and growth, particularly within the UK's challenging economic environment.
Finally, they examine the strategic importance of diversification and risk management in bond investment and how Shalin approaches credit risks and defaults.
Follow the Wisdom Shared podcast series on Podbean, Spotify and Apple Podcasts, or use this feed https://feed.podbean.com/wisdomshared/feed.xml to listen on your player of choice.