Rates heading to 1% or lower

Livewire Exclusive

Livewire Markets

Vimal Gor, Head of Income & Fixed Interest at BT Investment Management, doesn't expect to see inflation picking up anytime soon. With broad-based weakness in inflation, both domestic and tradeable, it would be surprising to see interest rate cuts achieve their objective. "What we're seeing is a global deflation pulse coming across from Asia. I think most countries are unable to control their inflation rate in the short-medium term." Locally, he expects the RBA to "re-engage in the currency wars," and depress the AUD; this should drive rates below 1%, but it will be "a slow delivery." In the short video below, he shares a trade he thinks still works.


2 topics

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.