This week we’re joined by Martyn Simpson, Senior Portfolio Manager at Colchester Global Investors, a global fixed income manager focused on government bonds and currencies. 

We dive into the key drivers of bond performance, including inflation, interest rates, and geopolitical events, and explore why governance and strong institutions matter more than ever when allocating capital across countries.

We also break down major market moments from the GFC to the UK gilt crisis and discuss how bond markets can quickly force governments to change course. Martyn offers practical insights into how professional investors think through uncertainty, why having a clear investment framework matters, and how to avoid simply reacting to headlines.

Beyond markets, Martyn shares his unique career journey from studying in South Korea to serving in Iraq and the lessons he’s taken into investing, particularly around staying calm under pressure and thinking long-term.

Whether you’re an investor or just looking to better understand how the global financial system works, this episode is packed with insights on markets, risk, and building a career in finance.

Follow Martyn on LinkedIn: https://www.linkedin.com/in/martyn-simpson-708a5664/

Visit the Colchester Website today: https://colchesterglobal.com.au/ 

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**EPISODE DISCLAIMER: This podcast exists for informational and entertainment purposes only. The personal opinions of the speaker and guest do not represent the view of any other party. If this recording contains reference to financial products, that reference does not constitute advice nor recommendations, and may not be relied upon. Information relating to Colchester Global Investors is only relevant to wholesale clients or wholesale investors and is not suitable for retail investors**