Weekend Edition: The Art and Science of Fixed Income. Without the straight lines.
Friday 28th June 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
Could central banks push their timing back even further? Emma Lawson says we can\u2019t ignore how economies are slowing, so there\u2019s every chance that market pricing for cuts could move forward. It\u2019s never a straight line, the fixed income strategist at Janus Henderson says.
Does that mean we have to put aside the hope of a soft landing, anywhere in the world? Emma suggests we haven\u2019t seen the cumulative impact of the tightening of policy yet because it takes time to filter through. But what about government spending, in Australia, the US and Europe? Does it help or hinder the fight against inflation, and does it provide opportunities for investors.
Emma give her take on the macro picture and the philosophy behind Janus Henderson\u2019s approach to investing, and talks about Australia\u2019s opportunity for investors \u2013 a mix of stability and instability and knowing what to do with it. Also, if the slow decline in central bank rates is one of the surprises of 2024, what does Emma think will be the next surprise that most people aren\u2019t seeing?
Hosted on Acast. See acast.com/privacy for more information.