The myths about bonds that you hear year after year

The finance industry has a blind spot when it comes to forecasting government bond yields: a lazy bias based on outmoded economic thinking and narrative fallacies has perpetuated a pattern of higher yield forecasts over more than 25 years. Jenna Barnard and John Pattullo, Co Heads of the Strategic Fixed Income Team, have long held a non consensual view on bond yields. In this webcast, they will explain how pragmatic use of duration management has helped generate additional risk adjusted returns for their portfolios. Sharing the team’s structural views and thematic approach to investing, they will also explain the core tenets of their approach in managing both strategic and income strategies. These include not only a focus on structural factors that weigh down and cap bond yields at low levels but also shorter term cyclical factors. John and Jenna will further explain their distinctive style of credit investing, which they call ‘sensible income’.