Uncertain RBA overshadowed by US election
In Episode 52 of The Rate Debate, Investment Manager Jessica Ren and I dive into the US election’s potential outcomes, exploring its implications for bond markets, foreign policy, spending, and economic stability. We break down the gap between trimmed and headline inflation, shifting gold and oil prices, and discuss the geopolitical risks we expect will rise in the next 12-18 months.
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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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