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.
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