All eyes have been on global stock markets in recent weeks, but bond markets have had a turbulent time too. In this podcast, Jeremy Smouha, who is on the investment board of GAM Star Credit Opportunities fund, tells us what has been happening in the world of fixed income, explains why he thinks bank bonds are the bargain of the century and tells us why some of the world’s strongest companies are today producing extremely high yields.

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.