Australia is at the back end of a major regime change – but that’s not a bad thing for investors
The 50th episode of The Rate Debate focuses on the big risks markets aren't talking about enough.
This month, Investment Manager Jessica Ren and I celebrate the 50th episode of The Rate Debate. With 50 insightful discussions on the RBA's decisions and their market impacts, from unexpected rate cuts to bold hikes, we've covered it all.
To mark this milestone, they are joined by a special guest moderator - Livewire Markets Senior Editor Hans Lee.
Together, they tackle the RBA's most recent monetary policy decision and how Governor Michele Bullock's shift in rate cut messaging is impacting the big picture.
We also unpack the recent chaos caused by the recent US jobs report and how it's affected markets. The team also unpacks whether recession fears and a hyper-fixation on the timing of the first rate cut in each economy might be throwing investors off course.
We will also ask whether it's appropriate for rates markets to completely dismiss the possibility of a rate hike this year.
Finally, we'll discuss whether Australia is at the back end of a major global macro regime change and why that may not be a bad thing for Australian fixed income investors, both for those who already hold bonds and those who don't already hold bonds.
Managed Fund
Yarra Australian Bond Fund
Australian Fixed Income
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Darren is highly regarded in the fixed income industry and is regularly featured in the press. He is also co-host of the popular Australian podcast series The Rate Debate. He has more than 30 years’ experience in fixed income markets and 25 years managing multi-sector fixed income portfolios. Prior to his role at Yarra Capital Management, he was Head of Fixed Income at Nikko AM (Nikko AM was acquired by Yarra Capital Management in April 2021), and a Senior Portfolio Manager at Perpetual, where he held the position for 12 years. Darren has co-responsibility for the Australian Fixed Income team at Yarra Capital Management and is co-portfolio manager of the highly-rated Nikko AM Australian Bond Fund and the Nikko AM insurance mandates.
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Darren is highly regarded in the fixed income industry and is regularly featured in the press. He is also co-host of the popular Australian podcast series The Rate Debate. He has more than 30 years’ experience in fixed income markets and 25 years...
Expertise
Darren is highly regarded in the fixed income industry and is regularly featured in the press. He is also co-host of the popular Australian podcast series The Rate Debate. He has more than 30 years’ experience in fixed income markets and 25 years...
Expertise
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