Bigger Picture: How much will inflation moderate? Silverdale at The Breakfast Huddle on MoneyFM 89.3
On the morning of 28 October 2022, Sanjay Guglani, CIO, spoke about how investors can position themselves for inflationary pressures and the case for Emerging Markets Fixed Income. The data is loud and clear. The case for Fixed Income is strong:- Lock in higher yields...
Silverdale Bond Fund Review Q3 2022
Business Leadership Summit 2022, IIM Shillong
On 12 February 2022, Silverdale Capital CIO, Sanjay Guglani, took part in the Annual Business Leadership Summit 2022 organized by IIM Shillong in a panel discussion as a key panelist. The discussion focused around two key topics. (1) The business landscape of the...
Bigger Picture: Recession fears weigh on risk appetite. Silverdale at The Breakfast Huddle on MoneyFM 89.3
Our CIO, Sanjay Guglani, was live on air MoneyFM 89.3, with Ryan Huang and Elliott Danker, discussing his take on the elevated 9.1% US print and what it means for investors going forward. Some of the key pointers included (a) Despite markets pricing in more aggressive...