Relative Return: Slaying the inflation beast
In this week’s episode of Relative Return, host Maja Garaca Djurdjevic speaks to David Ashton, senior portfolio manager at Macquarie, about how long it could be until Australia sees an interest rate cut.
Listen as they discuss:
- How long interest rates could be on hold.
- Why the current market environment isn’t a repeat of the 1970s.
- The impacts of geopolitics on the economy and markets.
- The benefits of Australian government bonds in this economic climate.
- Lessons from the US and Europe.
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