Most investors and economists accept that interest rates around the world have bottomed and are heading up. This matters not just for macro-traders, but will affect all investors and all asset classes. As interest rates go up, so does the cost of holding cash, which is fundamental to the value of any asset. This week’s podcast features Giselle Roux, Chief Investment Officer at Escala Partners. Giselle is one of Australia's most respected investment strategists, with 20 years’ experience on both the buy and sell sides at JBWere, Bank of America Merrill Lynch, and Citigroup. We'll discuss where we are in the current rate cycle, how to invest as rates rise, and whether the Fed can manage a rate hike cycle without causing a recession.
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