James Athey is a regular media commentator on markets

James Athey talks to Bloomberg TV - 29/11/24

James has appeared on Bloomberg TV and he is talking about France’s budget crisis, US interest rates and where he’s currently seeing opportunities in fixed interest.

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You can watch his appearance here

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James Athey talks to Trader TV - 25/11/24

He shares his views about where we stand in the economic cycle and explains why the fund is defensively positioned.

James also discusses valuations on artificial intelligence-related stocks, making a comparison with the 19th Century gold rush, and expresses scepticism about the ‘Trump trades’ that have pushed equity markets higher since the US election result.

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You can watch his appearance here

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James Athey talks to Sky News - 01/11/24

During the interview, James also talked about the US election and the likelihood of tax cuts if Donald Trump is elected or spending increases if Kamala Harris wins, with both potential outcomes making bond investors nervous.

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You can watch his appearance here

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James Athey talks to Bloomberg TV - 11/06/24

During the interview, James discussed the impact on fixed interest markets of President Emmanuel Macron’s surprise announcement of a general election in France.

He also discussed France and Italy’s public finances with presenter Joumanna Bercetche.

Finally, James shared his views on government debt levels in the US and discussed expectations around interest rate cuts by the Federal Reserve.

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You can watch his appearance here

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James Athey talks to Bloomberg TV - 13/05/24

During the interview, James explained why he and Co-Manager Niall McDermott believe bond yields look attractive and said they were “happy to lean into bond market weakness”.

James added that the pair were increasing their exposure to higher duration bonds – those more sensitive to interest rate changes – as they looked ahead to rate cuts.

During his appearance, James shared his views on the macroeconomic backdrop; the interconnected relationship between economic growth, the labour market and inflation; and the potential risks posed by ‘stagflation’, which is the combination of weak or stagnant economic growth and high or rising inflation.

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You can watch his appearance here

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This communication is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. These are the investment manager’s views at the time of writing and should not be construed as investment advice. The opinions expressed are correct at time of writing and may be subject to change. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.