Fixed income 5 points podcast – January 2025

Will the divergence of macro conditions across major markets persist, and with President Trump about to take office, how might policy rates and yield curves develop from here?

And when it comes to opportunities in private debt, where are we now regarding the relationship between the illiquidity premium and position in the credit cycle?

Will Nicoll, Head of Fixed Income and Private Assets, discusses these questions and more with Ewan McAlpine, Investment Director, as they analyse the key issues currently impacting fixed income markets.

Recorded: 09 January 2025
Duration: 21 mins 

Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.