Colin also gives us a deep dive into credit spreads, all-in yields, the return of fiscal policy and makes some interesting parallels with the 1970s which, he believes, could shape the remainder of this year and next.

This podcast is hosted by Frances Watson, Senior Content Manager, and was recorded before the FOMC meeting on 12 June 2024.

You can listen on Apple Podcasts, Audioboom and Spotify

Yield data is sourced from LGIM and Bloomberg as at 13 May 2024.

For professional investors only. Capital at risk.