"2022 and 2023 are complete polar opposite environments, and I would describe it as a classic boom-bust cycle."

This week, we've gone behind the screens with John Pattullo, Co-Head of Global Bonds and co-manager of the AA-Rated Janus Henderson Strategic Bond and Janus Henderson Fixed Interest Monthly Income funds. In this episode, Jock and John discuss how attitudes to borrowing and spending are shifting, what opportunities the changing market has thrown up and why bond buying is like climbing Everest.

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

This podcast was recorded on Thursday 20th April 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.