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Q&A with Rhys Davies (26 Aug 2023)

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Manage episode 375355936 series 1260834
Content provided by Money Makers Investment Trusts and Jonathan Davis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Makers Investment Trusts and Jonathan Davis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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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254 episodes

Artwork

Q&A with Rhys Davies (26 Aug 2023)

Money Makers

39 subscribers

published

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Manage episode 375355936 series 1260834
Content provided by Money Makers Investment Trusts and Jonathan Davis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Makers Investment Trusts and Jonathan Davis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
  continue reading

254 episodes

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