39: Meet Martyn Simpson: Bond Markets, Risk & Navigating Global Economies

This week we’re joined by Martyn Simpson, Senior Portfolio Manager at Colchester Global Investors, a global fixed income manager focused on government bonds and currencies. We dive into the key drivers of bond performance, including inflation, interest rates, and geopolitical events, and explore why governance and strong institutions matter more than ever when allocating capital across countries. We also break down major market moments from the GFC to the UK gilt crisis and discuss how ...