M&G’s Bond Vigilantes back on the Podcast15 . 11 . 2019
In this week’s Podcast we welcome Ben Lord, the fund manager of M&G’s UK Inflation Linked Corporate Bond fund. In a fascinating 20 minute conversation Ben covers the technical issue of a potential change to the RPI calculation and what that may mean for inflation linked assets. We then move on to the meatier topics of the UK economy, the upcoming General Election and Brexit. This debate quickly takes us to Ben’s expectations for inflation, interest rates and sterling, and what that means for his investment Strategy.