In this bonus edition of the Weekly Investment Trust Podcast, Jonathan Davis, talks to Rhys Davies, manager of the Invesco Bond Income Plus Investment Trust (BIPS). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.

Section Timestamps:

00:45 - The last eighteen months in the bond markets

02:45 - Has the interest rate and bond yield cycle peaked?

04:57 - Explaining a soft landing

07:05 - Portfolio yield and potential total return

09:38 - Assessing high yield bonds

14:07 - Managing a bond portfolio

19:24 - The regional split between the UK and Europe

22:48 - Investing in high yield through an investment trust

25:48 - Discount control policy

27:37 - The investment trust sector as a whole

30:43 - Biggest risks we face

32:42 - Close

You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.