S4 Ep.14 Credit where its due with Jeff Boswell

Investment Uncut

Buckle up, folks - this week we're diving headfirst into the world of fixed income and corporate bonds with Jeff Boswell, a portfolio manager at Ninety One. Corporate bonds have been on a rollercoaster ride lately, going from zero yields to plummeting values even for low-risk assets, and now returning to yield levels not seen since the days of yore. We'll be discussing all the juicy details, like whether yield or spread is the more important factor for investors to consider, and how to navigate the different parts of the market. We'll also be taking a look at how macro factors like the Covid-19 crash and recovery have influenced corporate bonds, and whether we're in a new cycle or just continuing an old one. We'll even be talking about rising stars and fallen angels - and no, we're not referring to a new reality TV show. Trust us, this conversation with Jeff is one you won't want to miss, especially if you're an allocator looking to maximize your returns. So grab a drink, get comfy, and let's get ready to talk bonds. Bond voyage!