Vimal Gor – Bonds

Tune in anytime: iTunes – Spotify – Castbox – YouTube 

On this episode:

Vimal Gor is the Head of Bond, Income and Defensive Strategies at Pendal Group, formerly known as BT Investment Management. Vimal is the first bond-focused investor to be profiled for The Australian Investors Podcast and I think you’ll agree he is very intelligent and articulate, delivering complex ideas in a very concise and thoughtful manner.

At the time we recorded this episode, Vimal oversaw the management of around $19 billion with his principal focus being the protection of wealth. As always, we talk about Vimal’s early life and career, lessons learned, why he was drawn to bond markets, his role today, how his team identify opportunities and the outlook for multiple assets classes in Australia and globally.

I trust you’ll enjoy this conversation with Vimal Gor of Pendal Group.

Timestamps:

  • 1:00 – Bonds 101: setting the scene for bond investors
  • 8:00 – Why Bonds appealed to Vimal
  • 10:30 – Bond market lessons learned during the Dotcom Bust and Global Financial Crisis (GFC)
  • 17:30 – Who is Pendal and what do you do?
  • 24:00 – Vimal’s process for identifying bonds to buy, term deposits (TDs), hybrids, corporate bonds and government bonds.
  • 32:00 – Passive investing in bonds — is it risky?
  • 40:00 – Can interest rates really go lower?
  • 48:00 – Can bonds provide diversification going forward? Will a 60/40 portfolio work?
  • 53:00 – The outlook for Australia and the economy
  • 57:00 – What Vimal would tell a younger him about money, finance or investing

Learn more about Vimal: 

Browse all podcast episodes

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Share this episode:

Share on facebook
Share on twitter
Share on linkedin
Share on email
Share on whatsapp
Search finance answers:
Generic filters

Like our podcast?
Get Owen’s weekly newsletter.

Like our podcast? Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

arrow-03

Rask Rockets 2021 is coming

Our Biggest Launch In The History Of The Rask Rockets Program

Rask analysts are counting down to the launch of Australia’s premier small-cap investor program, Rask Rockets 2021.

To register your interest, and also get a chance to join Rask Rockets 2020 today, please enter your email address below.

Like our podcast?
Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start?
We can help.
Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

Join the short list

Make sure you keep an eye on your email, we will be in touch soon.