Financial Credit Breakfast

Join fund managers Nick Brind and Jack Deegan as they discuss the outlook for financial credit in 2025. After a strong performance in 2024 for the Fund in its first year since the change in strategy to a pure credit-focused fund - it was originally launched in 2009 - they will explain what they see as the key opportunities and risk in the year ahead.

With credit spreads having tightened to historically narrow levels, Nick and Jack will explore their views on where they see the best relative value, and why they think it is time to take profits on AT1 bonds until such time spreads widen sharply again, but also why returns from the asset class could continue to surprise on the upside.

Please arrive at 8:00am for an 8:15am start.