Market Matters featuring Sharmin Rahman from Liontrust

Podcast: Kepler Trust Intelligence Podcast · Kepler Partners

Opublikowano: 2026-04-23

Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios. In this month's episode, our guest is Sharmin Rahman, an investment manager specialising in fixed income for Liontrust and fund manager on the Liontrust GF High Yield Bond fund. We discuss all things high-yield bond and fixed income, thoughts on the indiscriminate sell-off in software names, how the quality of the high-yield space has improved over the years and investors should put more emphasis on sell discipline. 00:00 Introduction 00:56 Background to becoming...