Inflation, interest rates and three investment ideas

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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