Podcast: the evolution of strategic fixed income investing
John Pattullo Co-Head of Strategic Fixed Income | Portfolio Manager
John Pattullo, Co Head of Strategic Fixed Income, in conversation Richard Philbin, CIO of Wellian Investment Solutions
John Pattullo, Co-Head of Strategic Fixed Income talks to Richard Philbin, fund selector and CIO of Wellian Investment Solutions. Recorded at the Octo studios in London, the pair discuss all things fixed income in a 30 minute podcast. They also recorded a quick fire Q&A on John’s thoughts on changes to investing, his and fellow Co-Head of Strategic Fixed Income, Jenna Barnard’s, team approach and life away from the investment desk.
What should be top of mind for investors looking at bond managers? Why the team place emphasis on the importance of proper asset allocation across the fixed income spectrum and why ‘genuine’ strategic bond funds need to employ flexibility across the asset class and through the economic cycle.
Can text books help set direction through current economic conditions? John explains why he and Jenna subscribe to economists Larry Summers and Richard Koo's views of the world and reject orthodox economic theories. Also, the lessons to be drawn from the Japanese experience and why interest rates are likely to remain low for a very long period.
The evolution of the team’s investment approach – John outlines the team’s strategic and income strategies, their current views on the bond markets and the importance of pragmatism in managing duration.
These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
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