A bite-sized Assembly on fixed interest investments

Self certified

Friday 3rd May 2024





Canaccord Genuity’s chief investment officer, Tom Becket, joins Richard Allum for a primer on fixed interest investments that is ideal for paraplanners wherever you are in your career.

During a 20-minute conversation, Tom explains the basics of bonds and gilts, how interest rates affect their values, and how the recent spikes in interest rates have affected returns and revived annuities – putting an end to years of fixed interest investments’ appearing to be ‘uninvestable’.

The likelihood of lower inflation combined with potential interest rate cuts is positive for fixed interest markets.

But Tom is keen to stress that all bonds aren’t created equal and he offers his thoughts on where – depending on the risk appetite of your clients – opportunities might lie across a spectrum of fixed interest investments, from government debt to high-yield credit.

For paraplanners looking to get a handle on this significant but possibly misunderstood asset class, this bite-sized Assembly offers valuable insights to help navigate the fixed interest landscape.


Tom Becket
Canaccord Genuity

Thomas has 17 years' investment experience and is an Associate of the CISI. He joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth, where he was Chief Investment Officer. As well as heading up Canaccord Genuity's Investment Process and asset allocation decisions, he is responsible for a network of contacts throughout the UK, Europe, America and the Far East. He is also responsible for Canaccord Genuity's highly successful Managed Portfolio Service, and investment selection process. Tom is a respected commentator in the press, particularly on markets and economic matters. Thomas graduated from Trinity College, Dublin with an MA (Hons) in Classics in 2003.

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