Silverdale Founder & CIO, Sanjay Guglani, was on Bloomberg, Insight with Haslinda Amin, on 23rd December 2024, where he shared his 2025 Fixed Income Outlook amidst Trump 2.0.
Here are the three main takeaways:
1️⃣ Trump 2.0 Implications:
Expect volatility in the market as Trump administration has a tendency to make headlines, however, weigh actual policy vs rhetoric. These headlines are typically used as a negotiation play. Volatility is a great opportunity for alpha generation for actively managed funds.
2️⃣ Value in the Indian Fixed Income space
India’s $4 trillion GDP, growing at 6%-7% annually, provides a robust economic backdrop, with private sector capex driven by cash flows rather than leverage, enhancing profitability and improving credits.
3️⃣ Bullish for Fixed Income in 2025; All-in yields are still very attractive!
All-in yields are highly attractive, presenting a compelling opportunity for investors to increase allocations to fixed income.
Silverdale Funds has delivered strong returns of 13% to 23% in 2024. With all-in yields still in the top quartile, 2025 looks to be promising.
📺 Watch the full interview here: https://www.bloomberg.com/news/videos/2024-12-23/insight-with-haslinda-amin-12-23-2024-video
Time stamps
Section 1: 3:07 – 12:09
Section 2: 15.20 – 23:30
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