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This podcast episode

Relative Return: Lifting the mystery around mortgage trusts

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In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Philip Ryan, managing director of Trilogy Funds, on the role mortgage trusts play in portfolios, particularly in a rising rate environment.

Listen as they discuss:

  • The different roles for senior and subordinated debt
  • Managing strategic duration in portfolios
  • Exposure to builders and construction projects
  • Location, location, location when buying property
  • The difference between development loans and retail mum and dad loans

Sponsored by:

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PREVIOUS EPISODES

Relative Return: The smell test for ESG investment Listen Now
Relative Return: Smooth sailing for sustainable manager Listen Now
Relative Return: Lessons from the UK adviser landscape Listen Now
 
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