
With geopolitical tensions rising and inflation concerns returning, bond markets are facing another major test. Rhys Davies, manager of Invesco Bond Income Plus (BIPS), joins us to discuss why high yield bonds have remained surprisingly resilient, how spreads are behaving and whether markets are becoming too complacent about risk. The conversation also explores portfolio positioning in uncertain conditions, the importance of diversification and why shorter-duration bonds are helping manage vo...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

396. What investors keep getting wrong about cycles

394. From uranium to frontier matters: finding value where others aren’t looking

393. From deflation to innovation and the new drivers of Japan

392. Value investing in a volatile world
Free AI-powered recaps of FundCalibre - Investing on the go and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.