Index-linked Bond Fund Seminar 15 April 2026Investec Bank Auditorium, 30 Gresham St, EC2V 7QP

Everything you wanted to know about index-linked bonds but were too afraid to ask

Team Peter Spiller

Peter Spiller
Co-CIO

Prior to founding CGAM in 2000. Peter was a partner and strategy director at Cazenove & Co and a US equity investor at Capel Cure & Myers. Peter has managed Capital Gearing.

Team Chris

Chris Clotheir
Co-CIO

Prior to founding CGAM in 2000. Peter was a partner and strategy director at Cazenove & Co and a US equity investor at Capel Cure & Myers. Peter has managed Capital Gearing

Team Emma

Emma Moriarty
Portfolio Manager

Emma joined CGAM in 2022. Before joining, she worked as a macroeconomist at the Bank of England for eight years, focusing on risks in financial markets.


9:00am

Registration and Breakfast

9:30am

Welcome

9:35am

Our Inflation Outlook: Energy, Interest Rates, and What Comes Next

Peter Spiller, Co-Chief Investment Officer

9:55am

Index-Linked Bonds vs Nominals: Why They Outperform, What Happened, and How Duration Works

Chris Clothier, Co-Chief Investment Officer

10:15am

Q&A followed by Coffee Break

10:50am

Country, Currency, and hedging: how to choose the best ‘flavour’ for your portfolio

Emma Moriarty, Portfolio Manager

11:10am

Q&A

11:30am

Closing comments


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