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

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.

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

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
Register
"*" indicates required fields
