Castlebay Conversations: After the Call — Making Sense of Bonds with George Ladds and David Ridland

In this post-meeting discussion, George Ladds is joined by David Ridland, Partner at Castlebay Investments, to reflect on their earlier conversation with Chris Bowie of TwentyFour Asset Management.Together they unpack the key themes in plain English — from how bond prices and yields move like a seesaw, to why duration, liquidity and income matter far more than headline returns. The discussion explores common misconceptions around bond risk, the importance of understanding what sits inside a “corporate bond fund”, and why disciplined research and consistency of approach are crucial for investors.A thoughtful, behind-the-scenes conversation that helps bridge the gap between theory and real-world portfolio construction.