TOL - 11th Sep, 2023
When can we expect the RBA to cut interest rates?
Outgoing Reserve Bank governor Philip Lowe finished his tenure as he began by keeping rates on hold as inflation cools.
With inflation past its peak, can we expect rate cuts on the horizon, and could a softening of China's economy bring them even closer or will services inflation drive the incoming governor Michele Bullock to deliver a rate rise later this year?
In this episode of The Rate Debate, I am joined by special guest Roy Keenan, Co-Head of Fixed Income, to explore this and the outlook for credit markets.
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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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