Gilts: rates uncertainty, recession fears and record supply
Jun 27, 2023•33 min•Ep. 508
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Episode description
Brian Mangwiro, portfolio manager, global fixed income and currencies, Barings, speaks to Burhan Khadbai, head of content at OMFIF’s Sovereign Debt Institute, on the factors behind the surge in Gilt yields in weeks past.
Topics also include the buying opportunities in Gilts, the Bank of England’s response in tackling inflation, lessons learned from last autumn’s liability-driven investing crisis and more.
Recorded on 23/06/23
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