Will fixed income be the shining light of 2024?
There are plenty of reasons to look at fixed income anew for 2024. The income available is far hi...
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]
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