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In this episode David Barr and Geoff Castle discuss the key themes and events from credit markets during 2018. They talk about the Pender Corporate Bond Fund positioning during a changing environment, some non-traditional credit picks in the portfolio and why Geoff finds them attractive. They discuss interest rates and inflation, recycling old ideas and how the Pender investment team works as a whole, in terms of sharing information and ideas across sectors and asset classes. They also look forward to 2019 and some of the challenges they may, or may not, face. Geoff talks about how he looks at securities with these potential outcomes in mind.

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