Join Eduardo Sanchez, Associate Research Director - Fixed Income, Alternatives & Multi-Asset at Square Mile as he hosts Lesley Dunn, Head of Credit and Co-Manager of the Baillie Gifford Strategic Bond Fund. As the tide begins to turn for interest rates, Lesley shares her views on the changing landscape for bond investors, explains her concerns with investing in the unpredictable and reveals a staggering statistic on the current level of UK government debt. 

Don't have time to listen to the full episode, jump to your favourite part:

• 01:09: How do you split the responsibilities, do you specialise in certain parts of the market?
• 04:38: How does the portfolio look now and where are you finding opportunities?
• 05:57: In terms of interest rate risk, what is your positioning now?
• 07:00: How do you split your time?
• 08:05: What keeps you up at night?
• 14:40: Interesting statistic of the week?
• 16:30: What do you think is the role of passive investments in Fixed Income?

This podcast was recorded in October 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.

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