• INFO@SQUAREMILERESEARCH.COM

Behind the Screens: A reminder for risk takers

17 Mar, 2023 | Return|

Is what we've seen in the banking sector a sign of wider troubles to come or is it just symptomatic of broader monetary tightening?

This week on Behind the Screens we are joined by Alex Pelteshki, Co-Manager of the A-Rated Aegon Strategic Bond fund. Speaking with Square Mile's Jock Glover, Alex shares his thoughts on the events of the week, why they serve as a reminder for risk takers and how this may play out in the global economy, as well as how his portfolio is positioned to take advantage of market themes.

Listen to Behind the Screens on your favourite platform here, or listen below.

 

This podcast was recorded on Thursday 16th March 2023.This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.

Related

The ability to suffer

Is everyone obsessed with getting rich quick? With the 'Magnificent 7' driving a large porti...

Read More >

Improving the balance

European equities haven't been massively in favour over recent years, but under the surface ther...

Read More >

A better direction of travel

While company engagement is typically thought of as the reserve of equity funds, there is an importa...

Read More >
Feedback