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Weekend Edition: The Art and Science of Fixed Income. Without the straight lines.
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Manage episode 426024150 series 1400104
Content provided by NAB - The Morning Call and Phil Dobbie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB - The Morning Call and Phil Dobbie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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’t ignore how economies are slowing, so there’s every chance that market pricing for cuts could move forward. It’s 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’t 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’s approach to investing, and talks about Australia’s opportunity for investors – 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’t seeing?
Hosted on Acast. See acast.com/privacy for more information.
1197 episodes
MP3•Episode home
Manage episode 426024150 series 1400104
Content provided by NAB - The Morning Call and Phil Dobbie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB - The Morning Call and Phil Dobbie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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’t ignore how economies are slowing, so there’s every chance that market pricing for cuts could move forward. It’s 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’t 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’s approach to investing, and talks about Australia’s opportunity for investors – 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’t seeing?
Hosted on Acast. See acast.com/privacy for more information.
1197 episodes
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