Bondcast - The Rates Podcast

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In this weekly podcast series, Imogen Bachra along with the NatWest Markets team of rates & markets specialists help investment professionals shape their po...

Business 236 recordings 2021 → today Weekly updated yesterday
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The old LDI (of Threadneedle Street) is for turning contributed by Lukas · Oct 7, 2022
The dust settles in the UK (for now), where to for fixed income? contributed by Lukas · Sep 29, 2022
What does the latest hiking cycle mean for bonds & FX? contributed by Lukas · Sep 23, 2022
Rates are shooting higher, faster - how will bond markets respond? contributed by Lukas · Sep 15, 2022
Big changes in the bond supply picture are afoot contributed by Lukas · Sep 8, 2022
See you in September contributed by Lukas · Aug 19, 2022
Summer markets? What summer markets? contributed by Lukas · Aug 12, 2022
In a battle between inflation and growth, the BoE chose inflation - what's the impact on the policy outlook? contributed by Lukas · Aug 4, 2022
'Data dependent, meeting-by-meeting' is the new central bank mantra contributed by Lukas · Jul 29, 2022
Markets and central banks are in an inflationship, but it's complicated contributed by Lukas · Jul 21, 2022
When inflation bites and geopolitics spikes, where do bond investors go? contributed by Lukas · Jul 15, 2022
What. A. Week. contributed by Lukas · Jul 8, 2022
When volatility is high and conviction low, where should bond investors go? contributed by Lukas · Jul 1, 2022
Have we reached peak inflation - and what does that mean for investors? contributed by Lukas · Jun 24, 2022
Markets are breaking up... it's not me, it's EU (and US) contributed by Lukas · Jun 17, 2022
Europe's getting more hawkish, what will the Fed and the BoE do? contributed by Lukas · Jun 10, 2022
Markets are more settled but tension between growth & inflation puts tightening in the spotlight contributed by Lukas · May 26, 2022
Are markets convinced that central banks can keep inflation in check? contributed by Lukas · May 20, 2022
Does US inflation put 75bp hikes back on the table? contributed by Lukas · May 13, 2022
Markets are taking UK and US rate hikes well, so why are European spreads volatile? contributed by Lukas · May 6, 2022
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In this weekly podcast series, Imogen Bachra along with the NatWest Markets team of rates & markets specialists help investment professionals shape their portfolio views on fixed income, learn how the biggest themes, trends, and events affect bond performance, and get deeper insight into rates markets including the latest analysis & research from the NatWest team.

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