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In this episode Geoff Scott, Senior Vice President Investments, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Emily Wheeler, Associate Portfolio Manager of Pender’s Fixed Income mandates. Together they look at last quarter’s performance and discuss in depth the global challenges that are impacting credit markets, ranging from geopolitical challenges to rising inflation and interest rates. The team also outlines how they are positioning Pender’s fixed income funds defensively and what measures they are taking to ensure forward momentum. They highlight a few portfolio holdings in detail. The podcast ends with a shared book recommendation from the team.
By PenderFund Capital Management Ltd5
11 ratings
In this episode Geoff Scott, Senior Vice President Investments, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Emily Wheeler, Associate Portfolio Manager of Pender’s Fixed Income mandates. Together they look at last quarter’s performance and discuss in depth the global challenges that are impacting credit markets, ranging from geopolitical challenges to rising inflation and interest rates. The team also outlines how they are positioning Pender’s fixed income funds defensively and what measures they are taking to ensure forward momentum. They highlight a few portfolio holdings in detail. The podcast ends with a shared book recommendation from the team.

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