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Taking Stock - After The Bell: We Love Bonds

Date: 31 January 2024

We Love Bonds

This week, James and I are joined by Quilter Cheviot's 'Bond Man' Richard Carter. Fixed interest markets have undergone a sea change in the last two years with interest rates and bond yields rising sharply. We discuss whether inflation was in fact 'transitory' after all, why we've not seen a recession despite widespread predictions for one (guilty as charged) and touch on some of the opportunities in bond markets.

Podcast Hosts

James Hughes

Investment Director

Jonathan Raymond

Investment Manager

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