TOL - 7th Aug, 2023
Uncertainty abounds in the face of economic challenges
Amidst ongoing economic uncertainties, the RBA has seen fit to keep rates on hold for a consecutive month and wait to see how the lagging effects of 12 rate hikes play out.
While inflation is decelerating, uncertainty abounds over consumer spending, falling productivity and wage growth. Will the central bank's aim to deliver a soft landing make it harder to get inflation back to target, meaning that this pause is short-lived?
This month, I am joined by special guest Phil Strano, Senior Portfolio Manager in charge of credit research, to explore this and more in episode 41 of The Rate Debate.
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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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