Talking Heads – Capturing normalised yields in fixed income

Investment Insights · Apr 24, 2023 · 9m

Now that central banks have boosted official interest rates at an unprecedented pace, the investment environment for bonds has changed completely after 15 years of low to no yields. Listen to this Talking Heads podcast with Olivier De Larouziere, Chief Investment Officer for Global Fixed Income. He tells Andrew Craig, Co-Head of the Investment Insights Centre, the focus is now on capturing the normalised yields, especially given the possibility that central banks will halt their policy tightening in the face of recession, even if inflation does not return to their targets. He sees…