Episode 31
Earnings season, active vs passive and the outlook for bonds
Talking Capital · Capital Generation Partners
May 2, 202434m 42s
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Show Notes
In this episode, Ian and Robert discuss:
- Earnings season: what have we learnt from recent earnings announcements about investor positioning, and what are our expectations for the remainder of the season?
- Active vs passive: with the recent dispersion and pick-up in volatility - how should we be thinking about active vs. passive?
- Bonds: as upward pressure on yields continues, are bonds looking more attractive again, and what does this mean for credit markets?