Sarah Wildman sits down with Geoff Castle and Emily Wheeler, Portfolio Manager and Associate Portfolio Manager respectively of the recently launched Pender Bond Universe Fund.
Subtitle: What makes now a good time?
In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, sits down with Geoff Castle and Emily Wheeler, Portfolio Manager and Associate Portfolio Manager respectively of the recently launched Pender Bond Universe Fund. They discuss the new Fund, introduce Emily and highlight her experience, and talk about the current credit market and where both managers see opportunities.
|[01:07]||Sarah kicks off the podcast by asking Geoff to tell us about the Pender Bond Universe Fund – what is the mandate and why now is a good time to launch the Fund.|
|[06:00]||Geoff introduces Emily and she tells about her background in both investing and fixed income, especially how her “experience through cycles is really important”.|
|[09:48]||Geoff expands on the opportunity in the new Fund and he and Emily talk a little more about the investment grade credit portion of the Fund.|
|[16:28]||“Where do we go from here”? Geoff and Emily discuss their perspective on inflation and some of the things that investors may be thinking about.|
|[17:16]||Geoff elaborates on “some things that make you go “Hmm””.|
|[22:44]||Sarah closes by asking Emily and Geoff to highlight a book they are currently reading.|