Aberdeen Group plc

Hey, coconuts.

Everyone loves equities, but what if fixed income is becoming interesting again? With yields much higher than a few years ago, is it finally time to rethink the boring part of your portfolio? Today, I'm joined by Natalie Tan and Nathaniel Wilson from Aberdeen Investments to unpack where the opportunities are, what risks to watch, and whether bonds deserve a bigger piece of your money.

Let's roll.

[upbeat music] Welcome back to Chills with TFC.

I'm your host, Reggie, AKA your Chief Financial Coconut.

And today, we are in studio once again with our friends from Aberdeen Investments, uh, to talk about the crazy world out there, you know, like what's happening in the macro trends, what's going on, and how does that translate to your fixed income, your credit strategies, and provide a framework, lah, to look at the world and look at these tools.

So once again, I have to be joined by, uh, one of my favorite co-hosts- [laughs] ... right, Dave? Yeah.

Hi.

I mean, we, we talk to fund managers all the time, uh, about this issue, um, w- where, you know, those, those decisions that are made by asset consultants have huge impacts on their ability to, to distribute.

So, um, and I suppose that since we've seen the managed account providers become quite powerful and scaled in their own right, you know, so, um, businesses like Abrdn is probably the best example that's got so much scale now in what it does.

40 billion assets now I think they're commanding.

So, um, that, that really does, uh, have a huge impact and, you know, and, and, and certainly- Every prac- every business is somewhat different, but we do hear increasingly that the, um, the advice businesses will, you know, let, let the asset consultant managed account provider make a lot of the decisions on those elements and probably not have as much input potentially.