About this webcast
Following a very active Q1, Mike Riddell and Kacper Brzezniak give an update on global fixed income markets, their views looking forward and risks to their current outlook. The team’s flexible mandate and macro views have contributed to their outperformance versus the benchmark through both types of market environment we have seen this year. They also discuss how they have translated their macro views into positioning within their portfolios. You can access the webcast here.