After years of sharp analysis and spirited debates, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren sign off for the very last time in the final episode of The Rate Debate. From resilient labour markets and rising public spending to Fixed Income opportunities, Darren and Jess explore the key drivers that shaped 2024 and what lies ahead for 2025. They discuss inflation, central bank policies, and geopolitical tensions, highlighting potential shifts in corporate credit ...
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After years of sharp analysis and spirited debates, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren sign off for the very last time in the final episode of The Rate Debate. From resilient labour markets and rising public spending to Fixed Income opportunities, Darren and Jess explore the key drivers that shaped 2024 and what lies ahead for 2025. They discuss inflation, central bank policies, and geopolitical tensions, highlighting potential shifts in corporate credit ...
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? Darren is joined by special guest Roy Keenan, Co-Head of Fixed Income, to explore this and the outlook for credit markets in...
The Rate Debate
After years of sharp analysis and spirited debates, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren sign off for the very last time in the final episode of The Rate Debate. From resilient labour markets and rising public spending to Fixed Income opportunities, Darren and Jess explore the key drivers that shaped 2024 and what lies ahead for 2025. They discuss inflation, central bank policies, and geopolitical tensions, highlighting potential shifts in corporate credit ...
