TOL - 10th Dec, 2022
2023 predictions on the economy, inflation and the fixed-rate mortgage cliff
Chris Rands
Yarra Capital Management
The RBA delivered an eighth-straight rate hike to hit a 10-year high to round out a tumultuous 2022. In the final episode of The Rate Debate for the year, Darren Langer and I discuss our thoughts on further tightening next year, whether a global recession could solve the inflation problem and the impact of the fixed-rate mortgage cliff on Australian homeowners and the domestic economy.
Tune in next time
So, that's it for the month. If you ever want to suggest topics or discuss further anything with Darren or I, we can be contacted at theratedebate@yarracm.com.
Managed Fund
Yarra Australian Bond Fund
Australian Fixed Income
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Chris is responsible for portfolio management, including portfolio construction and trading for various Australian fixed income portfolios including the Nikko AM Australian Bond Fund at Yarra Capital Management (Nikko AM was acquired by Yarra Capital Management in April 2021). Chris has over 9 years of experience in the fixed income market. He is also co-host of the popular Australian podcast series The Rate Debate.
1 topic
1 fund mentioned
1 contributor mentioned
Chris Rands
Co-Portfolio Manager, Fixed Income
Yarra Capital Management
Chris is responsible for portfolio management, including portfolio construction and trading for various Australian fixed income portfolios including the Nikko AM Australian Bond Fund at Yarra Capital Management (Nikko AM was acquired by Yarra...
Expertise
Chris Rands
Co-Portfolio Manager, Fixed Income
Yarra Capital Management
Chris is responsible for portfolio management, including portfolio construction and trading for various Australian fixed income portfolios including the Nikko AM Australian Bond Fund at Yarra Capital Management (Nikko AM was acquired by Yarra...
Expertise
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