Behind The Screens: Talking Fixed Income with EdenTree

25/11/2025 25 min
Behind The Screens: Talking Fixed Income with EdenTree

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Episode Synopsis

Delve into our latest podcast episode, where Gui Pampolin, Investment Research Analyst at Titan Square Mile, is joined by David Katimbo-Mugwanya, Head of Fixed Income at EdenTree to discuss the EdenTree Short Dated Bond Fund and the EdenTree Global Sustainable Government Bond Fund; both rated in our Academy of Funds.Together, they discuss David’s path into fixed income, the approach behind the EdenTree Short Dated Bond Fund and Global Sustainable Government Bond Fund, and how these strategies balance financial objectives with sustainability goals. David outlines current market risks and opportunities, portfolio positioning amid shifting rates. He also explains why today’s environment may favour active bond management.If you don't have time to listen to the full episode, you can jump to some of the highlights:01:00 How did you get into the world of fixed income and, how do you believe this asset class can contribute to addressing both financial and sustainability objectives?02:32 Can you give our listeners a brief overview of the Short-Dated Bond fund?04:42 How are you balancing the appeal of attractive yields with relatively low credit spreads?06:54 Will you be carrying these bonds to maturity?08:23 Will your investment focus solely be on investment grade or would you consider any fallen angels?10:21 With the introduction of the FCA’s Sustainable Disclosure Requirements (SDR), will this fund be seeking to apply for a label?12:17 Turning our attention to the Global Sustainable Government fund, could you provide the firm’s rationale for launching this product?13:39 How can engagement with issuers, in this case governments, be achieved if investing in the Global Sustainable Government fund?16:54 Would you say that the approach you take, such as screening for oppressive regimes, is what would mostly differentiate your product to, say, passives?19:12 Generally fixed income products have continued to deliver results, despite the challenging time experienced by some equity strategies. How was that possible?21:49 What’s a skill you’re currently trying to master or something you’re passionate about outside of work?This podcast was recorded in October 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regu👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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