Inflation remains headline news, and last week saw UK inflation surge to its highest level for a decade, hitting 4.2% in October. The longevity of the elevated inflation continues to be a hot topic of debate across the market, but how does this play out in the global bond markets, where are the opportunities for bond investors and what is the outlook for the years to come?

In this episode of Talking Research, we discuss the role of fixed income in the changing market environment with three fixed income experts, Ben Lord, Fund Manager at M&G Investments, John Pattullo, Co-Head of Strategic Fixed Income at Janus Henderson and Tina Adatia, Executive Vice President, Fixed Income Strategist at PIMCO.

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As Responsible Investment continues to take centre stage, we are excited to announce that we have a new dedicated mini-series, discussing all things Responsible.

In the first episode, Eduardo Sanchez, Investment Research Analyst, discusses the benefits of Green Bonds with Paul Skinner from Wellington, David Katimbo-Mugwanya from EdenTree and Simon Bond from Colombia Threadneedle. Hear from the experts as they describe how Green bonds fit into portfolios and the type of projects they can support.

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There has been plenty going on in markets over the last quarter - ongoing concerns around inflation, the spread of the delta variant causing unease, concerns around China and supply chain disruption, to name a few. In this month's episode, Square Mile's research team share insight into the thinking of fund managers across the industry, offering key trends and observations across four key asset classes: passives, global equities, european equities, and fixed income.

Hear from Tom Poulter, Head of Quantitative Research, Ajay Vaid, Investment Research Analyst, Amaya Assan, Head of Fund Origination and Tom Archer, Investment Research Analyst, in this latest episode.

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In this month's Talking Research podcast, Square Mile's Responsible Investment Analyst, Anna Mercer is talking sustainability, from how it can be defined to what engagement look likes to the potential trade offs or challenges that investors may come across and what the future sustainable economy may look like.

Hear from three industry experts who will be sharing their insight and expertise on this fascinating area of the investment universe. This episode features Rob Harley, Portfolio Manager, Sustainable Funds Group at Stewart Investors, Paul Skinner, Investment Director at Wellington Management and Martyn Jones, Fund Manager within the Sustainable Investment Team at Liontrust.

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What is the global inflation backdrop? How are companies reacting to higher inflation? How does the UK compare to its international peers?

In this month's episode, Square Mile's Chief Investment Officer, Mark Harries explores these questions and more with James Ashley, Head of International Market Strategy at Goldman Sachs Asset Management and Hugh Gimber, Global Market Strategist at JP Morgan Asset Management.

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From the hot topic of inflation and its impact on portfolios to the danger of short selling in absolute returns, this month's Talking Research podcast brings insight on what Square Mile's research team have been hearing from fund managers across the industry over the last quarter.

Hear from Eduardo Sanchez, Senior Investment Research Analyst, Charles Hovenden, Portfolio Manager, Dan Pereira, Investment Research Analyst  and Tom Archer, Investment Research Analyst as they share key trends and observations on key sectors; Fixed income, absolute returns, global equities and multi-asset.

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In this second episode of the Talking Research series, we are delighted to be joined by a panel of industry experts as we turn to the UK, exploring the possible prospects for the market as we begin to ease out of lockdown. 

Square Mile's Chief Investment Officer, Mark Harries is joined by Richard Watts, Fund Manager and Co-Head of Strategy at Jupiter Asset Management, Hugh Sergeant, Fund Manager and Head of Value Recovery Strategies at River and Mercantile and Simon Brazier, Fund Manager and Co-Head of Quality at Ninety One, as they discuss the prospects for the UK market, looking at key drivers for growth and the investment opportunities as lockdown comes to an end.

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In the first episode of the series, Square Mile's Chief Distribution Officer, Steve Kenny, is joined by four members of our research team who will be offering insight on what they have been hearing from fund managers across the industry in 2021 so far.

Hear from John Monaghan, Head of Research, Jake Moeller, Senior Investment Consultant, Paul Angell, Investment Research Analyst and Alex Farlow, Head of Risk Based Solutions Research as they share key trends and observations on key sectors; UK, Global Equity Income, Fixed Income and Multi-Asset. 

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