Inflation, interest rates and three investment ideas

James Yardley 03/11/21 in Videos

This week we caught up with Gary Kirk manager of TwentyFour Dynamic Bond fund to discuss all things fixed interest. Gary gives us his views on inflation and interest rates and how they relate to bonds. He also tells us more about the fund flexible approach and how he’s able to make money in these market conditions, including where the opportunities lay today.

This interview covers:
– Is inflation transitory? [0:18]
– The significance of wage inflation [2:18]
– Why inflation matters for bonds [7:11]
– Interest rates [10:19]
– How to make money in todays environment [14:12]
– Three places to look for opportunities [17:06]

For professional investors only. This content is provided for information purposes only and nothing contained within should constitute a solicitation, offer, or recommendation, to buy or sell any investment instruments, to effect any transactions, or to conclude any legal act of any kind whatsoever. Any companies, securities or funds discussed are for illustrative purposes only and is not intended to be a personal recommendation to buy or sell any company, security or fund, to effect any transactions, to adopt a particular investment strategy or to conclude any legal act of any kind whatsoever. Any projections, forecasts or estimates voiced are based on a variety of estimates and assumptions. There can be no assurance that the estimates or assumptions made will prove accurate, and actual results may differ materially. Past performance is not a reliable guide to future returns and there can be no assurance that investment objectives will be achieved. All investments, including any income from them, can fall in value as well as rise, meaning you could get back less than you invested. Investing in fixed income securities comes with risks which will generally include credit risk, default risk, inflation risk and interest rate risk. Please refer to the respective offering document(s) for further details on the applicable risks. TwentyFour Asset Management LLP is registered in England No. OC335015, and is authorised and regulated in the UK by the Financial Conduct Authority, FRN No. 481888. Registered Office: 8th Floor, The Monument Building, 11 Monument Street, London, EC3R 8AF. Calls may be recorded for training and monitoring purposes.

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