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The Asset Allocator Podcast

Should UK gilts do the twist?

In 2011 the Federal Reserve stopped issuing 30-year bonds to "twist" the maturity profile and reduce the nominal value of US debt.

This week we're joined by Henry Cobbe, the founder and head of research at Elston Consulting, who has recently written a white paper calling for a British version of what became known as "operation twist".

David Thorpe and Joseph Wilkins discuss how he thinks retail investors can be incentivised to "step in where pension schemes are stepping out".

They also discuss the rising price of gold and the current state of the ESG portfolio management market, based on Henry's consulting work with financial advice firms.

The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

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