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Peter Geikie-Cobb is our Head of Investment Research. With a 35 year career in Financial Services as a former bond fund manager and multi-asset investment manager, he is able to bring clarity to the noise we read in the headlines.
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September 2023
Fixed income emerges from the doldrums.
Following the 2008 financial crisis and the pandemic, interest rates had been stuck at close to zero in the major economies for years. This made bond markets - rates on longer term loans - very unattractive. Interest rate rises over the last 18 months may have changed this.
August 2023
Post-Covid markets in the context of the last two decades.
As policy makers now deal with an inflationary environment after years of fighting deflation, higher interest rates will lead to a different market backdrop.
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