News & Insights
Sign up for regular email updates
Hype, Armageddon, and why bonds are buyable again
Amid all the lurid headlines about the longest recession since the 1920s, Gary Reynolds, Courtiers CIO, takes a resolutely optimistic stance. Fears of financial Armageddon are unlikely to be realised, he says. Meanwhile, inflation could peak sooner than many expect, which would make the value of companies Courtiers holds at very low multiples extremely attractive.
A few questions on the table…
After the demise of Trussonomics, the worst is probably over, says CIO Gary Reynolds as he runs a critical eye over the economic and tax polices of Rishi Sunak’s new government. He assesses the performance of the Courtiers Funds and explains how avoiding long dated bonds helped the Investment Team to navigate the recent storm and how it’s now moving to take advantage of lower prices.